INDEPENDENT ADVICE. PERSONAL COMMITMENT.

Life moves forward.
Plan with confidence.

Thoughtful insurance and investment planning for your life, your family and your business.

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Explore our services ↓

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Your needs come first. We help you see your options clearly and make sound financial decisions.

Get to know RBIA ↓

01 / FOR YOU & YOUR FAMILY

Different needs.

One thoughtful approach.

From personal milestones to business ambitions, we help you find a way forward that fits your situation.

PLANNING FOR WHAT MATTERS

Personal services

02 / FOR YOUR BUSINESS

Business services

Wealth management

A considered approach to managing your wealth, aligned with your priorities and long-term goals.

Financial planning

Personal insurance

Bring your finances into focus with a plan for today, retirement and the life you want to build.

Explore protection for your income, your loved ones and the commitments that matter to you.

Group benefits

Group RRSP & Pension plans

Business insurance

Support your people with employee benefits suited to your team and your business.

Help your employees prepare for retirement with a workplace savings approach.

Consider protection for key people, business continuity and your company’s future.

Advice built around you.

Retirement Benefits Insurance Agency (RBIA) is a financial services firm based in Oakville, Ontario. For over 30 years, we’ve helped families, professionals, and business owners across the Greater Toronto Area build and protect their financial futures.

We offer financial planning, wealth management, personal and business insurance, group benefits, and group retirement plans, with access to options from leading insurers and financial institutions.

We take the time to understand your situation, explain your choices, and build a disciplined plan that evolves with your life - bringing clarity and confidence to your financial decisions.

ABOUT RBIA