Insurance Solutions
Protect what matters most with customized insurance plans, including life, critical illness, disability, and health coverage designed to meet your personal and family needs.
Portfolio Structuring & Investment Advice
Build and grow your wealth with tailored investment strategies and portfolio structuring aligned with your financial goals, risk tolerance, and timeline.
Financial Concepts and Strategic Advice
Gain clarity on complex financial concepts with strategic planning services, including estate planning and advanced solutions like leveraging life insurance as a tax-efficient asset and accessing policy cash values.
Tax Services
Personal and business tax filings, tax planning, and GST/HST compliance to minimize tax liability and ensure compliance.
Accounting Services
Bookkeeping, payroll, and cash flow management to keep finances organized and support business growth.
Specialized Services
Expert support for real estate investors, small businesses, and CRA audits with tailored financial solutions.
About us
At Index Financial, our mission is to guide our clients toward a better, healthier financial life—through personalized advice, strategic planning, and long-term support they can trust.
Founded in 2023 by James Buzaglo and inspired by the legacy of his grandfather, David—who once ran a company called Index Realty—Index Financial was built to be a steady, reliable guide for our clients. Just as his grandfather guided him, James set out to help individuals and families make confident, informed financial decisions.
In 2025, James brought his sister, Talia Buzaglo, CPA, to the team. As a Chartered Professional Accountant, Talia brings deep expertise in tax planning, accounting, and financial structuring. She now leads a dedicated division within Index Financial focused on helping clients optimize their finances and navigate complex tax considerations with clarity and confidence.
Together, we’re committed to delivering clear, strategic, and personalized guidance—so our clients can protect what matters, grow their wealth, and build a secure financial future.
Like an index, we help you navigate. Wherever you are in your financial journey, we’re here to walk with you—every step of the way.
Speak to an Advisor today
Have any questions? We are always open to talk about your business, new projects, creative opportunities and how we can help you.