Milan Topolovec

Milan Topolovec, BA, TEP, CLU, CHS, RCIS
President & CEO, TK Financial Group Inc.

I moved from Croatia to Canada with my parents. After only two years, we were in a car accident and I was orphaned at 14 years old.

Upon graduating from University of Ottawa, I was drafted to play in the Canadian Football League. After my professional football career, coaching university football and various community sports teams gave me the opportunity to mentor athletes.

At TK, we help our clients make better informed decisions and reach better outcomes when applying for insurance. We believe in providing real value to each and every one of our clients’ lives.

We have uncovered millions of dollars of undue tax liabilities as a result of poor business structures and sub-optimal estate planning. Unfortunately, business decisions are often made individually, rather than gaining vital input from having all the professionals seated at the same table with their clients. We bring clients existing advisors and specialists to work collaboratively to complete their planning.

We create measurable results by implementing the best solutions for our clients with business planning, estate planning and integrated insurance planning.

David Mason, a 𝐬𝐞𝐧𝐢𝐨𝐫 𝐭𝐚𝐱 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐧𝐭, shared: “𝑰 𝒉𝒂𝒗𝒆 𝒘𝒐𝒓𝒌𝒆𝒅 𝒘𝒊𝒕𝒉 𝑴𝒊𝒍𝒂𝒏 𝒇𝒐𝒓 𝒂 𝒏𝒖𝒎𝒃𝒆𝒓 𝒐𝒇 𝒚𝒆𝒂𝒓𝒔. 𝑯𝒆 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒔 𝒕𝒉𝒆 𝒊𝒔𝒔𝒖𝒆𝒔 𝒇𝒂𝒄𝒊𝒏𝒈 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔 𝒐𝒘𝒏𝒆𝒓𝒔 𝒂𝒏𝒅 𝒅𝒆𝒗𝒆𝒍𝒐𝒑𝒔 𝒄𝒓𝒆𝒂𝒕𝒊𝒗𝒆 𝒔𝒐𝒍𝒖𝒕𝒊𝒐𝒏𝒔 𝒕𝒐 𝒉𝒆𝒍𝒑 𝒕𝒉𝒆𝒎. 𝑴𝒊𝒍𝒂𝒏 𝒘𝒐𝒓𝒌𝒔 𝒄𝒍𝒐𝒔𝒆𝒍𝒚 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆 𝒄𝒍𝒊𝒆𝒏𝒕'𝒔 𝒐𝒕𝒉𝒆𝒓 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍 𝒂𝒅𝒗𝒊𝒔𝒐𝒓𝒔 𝒂𝒏𝒅 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒔 𝒕𝒉𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒄𝒐𝒏𝒔𝒊𝒅𝒆𝒓𝒂𝒕𝒊𝒐𝒏𝒔 𝒂𝒓𝒐𝒖𝒏𝒅 𝒔𝒖𝒄𝒄𝒆𝒔𝒔𝒊𝒐𝒏, 𝒕𝒂𝒙 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈, 𝒆𝒔𝒕𝒂𝒕𝒆 𝒑𝒍𝒂𝒏𝒏𝒊𝒏𝒈 𝒂𝒏𝒅 𝒊𝒏𝒔𝒖𝒓𝒂𝒏𝒄𝒆."

With our patented process, the ”TK Insurance Audit”, clients have saved hundreds of thousands of dollars in yearly premiums and saving them from paying unnecessary taxes. We work with leading insurance companies and their most senior underwriters to get our clients the very best insurance offer.

➡️We build proven success strategies across generations.
➡️ We help our clients minimize tax, build wealth and leave a legacy.
➡️ Our clients work jointly with skilled professionals from their team and other specialists we connect them with who will assist navigating through a variety of planning strategies with optimal and time-tested results.
➡️ Our insurance audits have provided clients with tax savings, premium savings and clarity with what is currently in place as well possible improvements.

We add value to those we engage with making a difference in their life.

Let’s have a conversation to see if we are a fit.

Milan Topolovec

Milan Topolovec

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