About Tania
Bold. Authentic. Education-first.Tania Hossain is a purpose-driven financial entrepreneur passionate about guiding people toward financial confidence and generational security. Through her work in insurance and investments, she helps clients build long-term clarity, protect what matters most, and create a legacy — while mentoring a new generation of agents to create freedom through business ownership.
What we help with
Pick a starting point — we’ll tailor the plan to your goals.
Life & living benefits
- •Income protection + family security
- •Term, permanent, and structured solutions
- •Living benefits education (CI/DI)
Investments & registered plans
- •TFSA / RRSP / FHSA / RESP
- •Risk alignment + long-term discipline
- •Simple, diversified approach
Business & legacy planning
- •Business-owner protection
- •Estate & beneficiary planning basics
- •Tax-aware conversations (with your advisors)
How it works
A simple, repeatable process that keeps you moving.
1
Discovery
We map goals, timelines, and priorities.
2
Strategy
You get a clear plan with options + tradeoffs.
3
Implementation
We submit, set up, and keep it compliant.
4
Reviews
We revisit when life changes — and keep you on track.
Book a call
Tell me what you’re working on. I’ll reply with next steps.
What to include
- •Your main goal and timeline
- •Any existing coverage/investments
- •Best days/times to reach you
