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Business Profile

Travel Insurance

Bertram Insurance & Financial Services

About

About This Business

Specializing in 'medical' insurance including life insurance, mortgage insurance, health & dental, and snowbird travel insurance. Offering Estate Protection with Segregated Fund products, along with banking services for high interest bank accounts, GICs, TFSAs, RRSPs. and referrals to Mortgage Brokers.

BBB Accredited Since: 14/4/2022

Years in Business: 23

Products and Services

Life Insurance - Simplified Term & Whole Life


Mortgage Insurance


Travel Insurance 


Health & Dental 


Higher Interest Bank Products


Segregated Funds


Critical Illness


Disability 


GIC, RRSP, TFSA, FHSA


Long Term Care


Mortgage Referrals

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
20/9/2019
Business Started:
12/11/2001
Type of Entity:
Sole Proprietorship
Business Management:
Shelley Bertram Fallis, Insurance Agent
Number of Employees:
1

Additional Contact Information

Principal Contacts
Shelley Bertram Fallis, Insurance Agent
Customer Contacts
Shelley Bertram Fallis, Insurance Agent
Fax numbers
Primary Fax: (866) 486-6681
Additional Phone Numbers
Other Phone: (705) 761-4464
Additional Email Addresses
Sales: Email this Business
Customer Service: Email this Business
Social Media
Facebook
LinkedIn

Latest Reviews

  • Sophie S

    "I know Shelley for almost 10 years now. I've been purchasing travel insurance from her." ... Read full review

  • Jeannie M

    "We have used Shelley Bertram for several years for our travel insurance. My husband has numerous health issues and Shelley has always been extremely helpful to ensure that we feel comfortable traveling." ... Read full review

  • Richard F

    "Very helpful and informative,We had problems getting the flight delays. She rectified our problem." ... Read full review

View all Reviews

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