OUR MISSION STATEMENT
 
“Our commitment is to being our client’s most trusted advisor and constantly exceeding their expectations. Our combined experience, integrity, valor and resources make us achieve this.”

 

THE BOULOS ADVANTAGE

Boulos Financial Group has been at your service as an MGA since 1984. We are recognized for our “personalized level of service” – tailored to make the advisor's business easier to manage, and enabling them to diversify their time.

We are a complete resource for business risk management and personal asset protection.

To assist advisors in keeping pace with the ever-changing world in which we live and compete, we maintain cutting edge technologies for today’s marketplace.

Business Development

Insurance

Boulos Financial Group inc.

Mac Boulos

Rose-Marie Sicotte

Robert Boulos

Xavier Besner

Mike Riga

Mike Cazemiro

The Case Coordination Team at Boulos Financial Group Inc. manages and oversees the entire case lifecycle for insurance and investment services. They ensure seamless communication between advisors, clients, and financial institutions, coordinate documentation and compliance, and address any issues that arise. Their goal is to streamline processes, facilitate timely case resolutions, and enhance client satisfaction through efficient and thorough case management.

Case Coordination Team

Administrative Support Team

Leadership Team

Case Coordination Team

About

Team members

Other teams at Boulos Financial Group inc.

Administrative Support Team

Leadership Team