Protection You Can Trust, Plans That Fit.
Our services
Individual coverage
Protect what matters most — your life, your health, and your legacy.
We help individuals and families get the right coverage for every stage of life. Whether you’re starting a family or planning for the future, our guidance is personal, clear, and pressure-free.
Enterprise solutions
Smart protection for your business and your team.
From key person insurance to group benefits, we help small businesses protect their people and their bottom line. You’ll get tailored solutions that grow with your company — not generic packages
“I needed key-person insurance for my growing business, but most agents overwhelmed me with jargon. OpenBook Financials was different — transparent, honest, and easy to talk to. They helped me understand what coverage made sense, without overselling. I trust them completely.”
— Melissa R., Calgary