Megh Patel - Insurance Broker

My husband and I have had the pleasure of working with Megh as our financial advisor, and we couldn’t be happier with the experience. Megh is incredibly knowledgeable, patient, and always takes the time to explain financial concepts in a way that’s easy for us to understand. He has helped us craft a personalized investment strategy, plan for our future, and make confident financial decisions. Megh’s genuine care for his clients and his professional, client-focused approach truly set him apart. If you’re looking for a financial advisor who is trustworthy, experienced, and dedicated to helping you achieve your goals, we highly recommend Megh Patel!

Megh is a seasoned professional with five years of experience in the insurance industry. He made a genuine effort to understand our unique needs and recommended a solution that aligned perfectly with our budget. He also provided valuable guidance in establishing systematic investment plans for our RRSP and TFSA, ensuring our savings support our long-term goals while also facilitating the smooth transfer of generational wealth. Megh’s deep expertise and tailored approach truly set him apart—he’s absolutely someone worth connecting with.

I had a great experience working with Megh Patel from WFG Financial Group. He truly opened my eyes to better financial solutions tailored to my needs. Megh was genuinely focused on helping me, not on how much he could charge. His advice was thoughtful, honest, and based entirely on what was best for me. I really appreciate his professionalism, patience, and dedication. Highly recommend him if you're looking for someone who puts clients first!

As someone who has been actively trading in stocks and equities for over a decade, I understand the value of calculated risk. But when it came to protecting my family’s future, I knew I needed something more secure and dependable. That’s when I met Megh Patel. Megh’s approach to life insurance is grounded in genuine care and deep industry knowledge. He didn’t just sell us policies—he educated us on why it mattered. Thanks to him, both my wife and I now have comprehensive life insurance coverage that aligns perfectly with our financial goals. What truly sets Megh apart is his dedication. His passion for helping families build long-term financial security is remarkable, and his commitment doesn’t stop after the paperwork is done. He continues to support, guide, and check in regularly—something rare in this industry. If you’re looking for someone who treats your future like his own, Megh Patel is the advisor you want by your side.

I am currently on a Post-Graduate Work Permit in Canada, and Megh took the time to thoroughly educate me about both term and permanent life insurance options. After carefully understanding my needs and considering the current financial circumstances faced by immigrants like me, he recommended Term Life Insurance as the most suitable choice. Megh also guided me on how to strategically invest my remaining savings into a TFSA to meet my short- and medium-term financial goals. What truly impressed me was his honesty and clarity — he explained that permanent insurance might not be ideal for me right now, as the cash value can typically be accessed without surrender charges only after about 10 years. Many advisors don’t take the time to explain such details, but Megh did, and that made all the difference. Thanks to Megh’s advice, I now feel much more confident and informed about my financial decisions. We plan to review my insurance needs again once I become a Permanent Resident in Canada.