Financial Planning, Investments, and Insurance
with Boris Kolodner
MBA, Financial Planner and Security Advisor with 20+ years of experience.
Helping families, individuals, and businesses make smarter financial decisions.
Services in English, French, Russian, and Hebrew.
Helping families, individuals, and businesses make smarter financial decisions.
Services in English, French, Russian, and Hebrew.
Schedule a Free ConsultationGet in Touch Today
About Boris Kolodner
I am Boris Kolodner, MBA, Financial Planner and Financial Security Advisor with more than 20 years of experience in insurance, investments, mortgages and financial planning.
For over 8 years I have also been helping my clients with tax preparation and tax planning across Quebec.
I work fluently in four languages: English, French, Russian and Hebrew. This allows me to assist a wide range of clients and provide a comfortable, personalized service.
My approach is detail-oriented and focused on building long-term relationships based on trust, transparency and real results.
Services I provide
Tax Planning
I support high-income individuals and real estate sellers with tax optimization strategies. For complex situations, I work closely with trusted tax experts, notaries and lawyers.
Mortgages
I guide clients through both residential and commercial mortgage solutions, working with trusted brokers to ensure competitive terms and smooth approval.
Investments
I help clients build the right investment strategy, whether it’s RRSP, TFSA, RESP, RDSP, FHSA or non-registered accounts. I also provide guidance on RRSP and investment loans, insurance lending, reverse mortgages and flow-through shares (via referrals).
Insurance
I advise on life, health, disability, critical illness, travel and group insurance. For damage insurance, I connect my clients with reliable partners. My goal is always to combine strong protection with cost efficiency.
Financial Planning
I create comprehensive financial plans on a fee basis ($100–150/hour). This covers tax, retirement and estate planning, debt and risk management, as well as budgeting and cash flow. Each plan is personalized to your financial goals.
Banking
I assist with opening Manulife personal and business accounts, as well as applying for Manulife Visa credit cards, either online or via PDF application.
Why You Can Rely on Me
Professional experience
I have been working in financial planning, investments, insurance and mortgages for more than 20 years. My MBA and professional accreditations give me the knowledge to handle both simple and complex cases with confidence.
Personalized approach
I believe every client’s situation is unique. I take the time to understand your goals, needs and priorities, and then build a plan that works specifically for you.
Clear communication
I speak English, French, Russian and Hebrew, so I can explain financial matters in the language you are most comfortable with.
Fast and reliable service
I usually respond within 24–48 hours, ensuring that you always feel supported and never left waiting.
Trusted relationships
I value long-term partnerships with my clients. Many of them stay with me for years because they know I provide ongoing support, not just one-time solutions.
Strong network
When needed, I involve colleagues and experts from across Canada to give you access to the right knowledge and the right opportunities.
Numbers That Matter
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More than 20 years of professional experience in financial planning, investments, insurance and mortgages.
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Over 2,500 clients have already relied on my guidance to achieve their financial goals.
$0M+
Across investments and tax and insurance strategies*
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Fluent in English, French, Russian and Hebrew, making my services accessible to a diverse community.
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Research shows that investors who work with financial advisors build almost three times more wealth than those who invest on their own.
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Access to 100+ financial products and solutions tailored to different needs and situations.
* Approximate, as of Oct 2025; combined across investment accounts advised and insurance amounts coordinated. Not a guarantee of future results.
Work Process
Initial
contact
You can reach me by WhatsApp, phone, text or email.
First
meeting
We schedule a call or online appointment via Google Meet to discuss your situation.
Setting
goals
Together we define your financial priorities and objectives.
Information
gathering
I collect and review the necessary financial details to understand your current position.
Plan
development
I prepare a tailored financial strategy based on your needs and goals.
Implementation
We put the plan into action step by step.
Ongoing
support
I monitor the results, provide adjustments when needed and update the plan over time.
Case Studies
Tax planning for high-income clients
I developed strategies to optimize taxation, reduce liabilities and protect long-term wealth.
First-time home buyers
I helped clients prepare financially for purchasing their first property, from budgeting to mortgage selection.
Mortgage transformation
I guided homeowners in converting their mortgage structure into a tax-deductible expense, improving cash flow.
Insurance with investment features
I designed insurance solutions that not only protect families but also build additional savings.
Maximizing assets, reducing debt
I assisted clients in restructuring their finances to increase the value of their assets while minimizing inefficient debt.
Ready to secure
your financial future?
Let’s discuss your goals and create a plan that works for you and your family.
The first consultation is free and can be scheduled online at a convenient time.
The first consultation is free and can be scheduled online at a convenient time.
Schedule a Free ConsultationGet in Touch Today
What
My Clients Say
Trusted Partners
I work only with reliable financial institutions and companies to ensure quality and security for my clients.
Insurance & Financial Partners:
Travel Insurance Providers (available nationwide):
Frequently Asked Questions
(FAQ)
What documents should I prepare for the first consultation?
You only need basic financial information such as income details, assets, liabilities, and any existing investment or insurance documents. This helps me quickly understand your current situation and provide relevant advice.
How do you charge for financial planning?
Comprehensive financial planning is offered on a fee basis of $100–150 per hour. For other services, I typically receive a commission directly from financial institutions, so in many cases there are no additional costs for you.
Is it possible to work with you entirely online?
Yes. Most consultations can be conducted via Google Meet, phone or email, which makes the process flexible and convenient. In-person meetings are also available upon request.
How is your approach different from working directly with a bank or insurance company?
I am an independent advisor, not tied to any single institution. This allows me to compare multiple products and providers, and recommend the solutions that best fit your goals rather than those of a specific company.
