Armstrong
Financial
Services
At Armstrong Financial, we specialize in analyzing and structuring Life Insurance policy portfolios to meet corporate and estate planning needs. We work closely with clients and their advisors to develop tailored solutions that preserve and transfer wealth on a tax-advantaged basis.
Comprehensive Insurance & Estate Planning Solutions
Expert guidance, robust analysis, and tailored policy designs to secure your financial future across the USA and Canada.
Core Life Insurance
We offer comprehensive coverage across the USA and Canada, including Term, Whole Life, UL, IUL, and GUL policies.
Corporate Protection
Safeguard your business continuity with specialized corporate buy-sell plans and key person insurance.
Estate & Wealth Transfer
Secure your legacy and optimize your tax liabilities through strategic estate tax insurance plans and wealth transfer planning.
Policy Analysis & Consulting
Get expert guidance with comprehensive insurance consulting, cross-border policy reviews, portfolio analysis, policy evaluations (ACB & FMV), and expert testimony.
Financed Insurance (IFA) Audit
Independent analysis of your Immediate Financing Arrangement (IFA): projected net outcome, adverse-scenario stress testing, and exit costs.
Actuarial & Software Services
Leverage our technical expertise for mathematical projections, policy software development, MTAR / MEC compliance, and policy exempt testing.
“The world says that time is money: I say that time is life”
— The Lubavitcher Rebbe
Leadership at Armstrong
David E. Kakon
Math Honours, B.Sc. — President
As the founder and resident Mathematician at Armstrong Financial Services, David leverages his rigorous academic background to simplify complex life insurance concepts for his clients. He holds an Honours B.Sc. in Pure & Applied Mathematics with distinction from Concordia University, utilizing his deep understanding of statistics, actuarial science, and computer science to inform his financial planning approach. His strategic, client-first philosophy ensures that individuals are actively engaged and equipped with clear, actionable financial advice.