Mission Statement

Our mission is to empower middle-income families and small business owners to improve their lives through financial empowerment and strategic wealth management. We provide unique, tailored strategies designed to meet each client’s specific needs, complemented by a state-of-the-art follow-up process with quarterly reviews. As dedicated financial services professionals and certified executor advisors, we are committed to crafting efficient, cost-effective strategies that safeguard and grow wealth, ensuring that your financial success becomes the foundation upon which future generations can thrive.

About Tzachi

Welcome! My name is Tzachi Chen Hayun, and I believe in empowering middle-income families and small business owners to improve their lives through comprehensive financial strategies.

With over a decade of experience since 2009, I provide unique, tailored strategies designed to meet each client’s specific needs, complemented by a state-of-the-art follow-up process with quarterly reviews. Leading a team of over 550 agents across multiple offices in Canada and the USA, we assist families, individuals, and businesses in achieving their financial and wealth goals by providing customized financial strategies tailored to meet each client’s unique needs and limits.

As a dedicated financial services professional and certified executor advisor, honesty, transparency, and integrity are the cornerstones of my practice. By working closely with my clients to understand their unique financial goals and tailoring strategies that suit their needs, we create a roadmap for financial success and peace of mind. Thank you for visiting my site. I look forward to the opportunity to work with you and help secure a prosperous future for you and your family.

I provide services in Ontario and Brotish Colombia.

"Legacy is not leaving something for people. It's leaving something in people."

Peter Strople

Client Testimonials

“Working with Tzachi has been an absolute pleasure. As a long-time client, I can confidently say that the service provided is exceptional. Tzachi is always available, ensures everything is completed on time, and consistently delivers immense value. I highly recommend Tzachi to anyone seeking reliable and top-notch financial guidance..”

Marisa A.

I have been a client of Tzachi for several years now, and the advice and wealth-building strategies provided have been invaluable. The tailored financial plans and strategic insights have significantly improved my financial health and helped me build a solid foundation for the future. The dedication and integrity shown by Tzachi have earned my trust and respect, and I highly recommend their services to anyone looking to secure their financial future.

Ron B.

Working with Tzachi has been a refreshing experience due to their exceptional transparency. Every financial decision and strategy is clearly explained, ensuring that I fully understand the process and its benefits. This level of openness has built a strong foundation of trust and confidence in our relationship. I highly appreciate the honest and straightforward approach, which has made navigating my financial journey much easier. Tzachi's commitment to transparency is truly commendable

Matthew R.

Stay updated!!!

By clicking Sign Up you’re confirming that you agree with our Terms and Conditions.

Wealth

Unlock your potential for wealth generation with tailored strategies designed to grow and preserve your financial assets for the long term.

Integrity

Experience unwavering integrity in financial Strategies, ensuring transparent, honest, and ethical advice for your peace of mind.

Prosperity

Secure lasting prosperity for you and future generations with comprehensive plans that ensure your financial legacy thrives.