About

FINTREE SOLUTIONS is a forward-thinking advisory firm focused on empowering both individuals and businesses to thrive financially and operationally. We specialize in two core areas: 1. Business Enablement: We help small and mid-sized enterprises optimize operations through Microsoft Dynamics 365, Power Platform solutions, and automation strategies that streamline processes, reduce costs, and drive growth. 2. Retirement Planning & Insurance: We guide Canadians in building financially secure futures with customized plans across life insurance, critical illness, disability coverage, RRSP, TFSA, FHSA, and tax-saving strategies. Our value proposition lies in blending modern technology with personalized advisory to deliver practical, results-driven solutions. We believe in simplifying complexity—whether it's navigating digital transformation or demystifying long-term financial planning. At FINTREE SOLUTIONS, we don’t just offer services—we offer clarity, confidence, and control. Whether you’re a business leader looking to modernize operations or an individual planning your financial future, we are your strategic partner in every step forward. Let’s connect. Let’s grow.