About us
Building High Life Worth™ for our clients for over 25 years.
High Life Worth™ Financial has been providing insurance and wealth management solutions to Individuals and Corporations for over 25 years. Our insurance advisors can work with you to design the best insurance solutions for your unique financial situation. Since we deal with most of the insurance carriers in Canada, we can find the right insurance product for your unique insurance needs.
At High Life Worth™, we always keep our client's interest first before offering any insurance solutions to our clients.
We believe in building long-term trusted relationship with our clients and their families. We help our clients in wealth creation, preservation, and wealth transfer to the next generation in a planned and tax efficient manner.
Our people
Several advisors below are licensed through their own firms. The entity each person is licensed under is stated with their name, because it determines who is responsible for the advice you receive and which regulator oversees it.
Sanjay Bhasin, B.Eng., CIM
Insurance Advisor, High Life Worth Financial Corp.
Portfolio Manager & Sr. Wealth Advisor
HighLifeWorth™ Wealth Management / iA Private Wealth Inc.
HighLifeWorth™ Wealth Management / iA Private Wealth Inc. is a separate company from High Life Worth Financial Corp..
After six years in an engineering career, Sanjay joined the financial services industry in 2002 — drawn by an interest in investing and a wish to help people directly. He began as a financial planning consultant with one of the largest financial planning firms in Canada, then founded High Life Worth™ Financial in 2005 and moved his practice to an independent investment and insurance dealer in order to give unbiased advice.
Sanjay is also a Portfolio Manager & Senior Investment Advisor with HighLifeWorth™ Wealth Management / iA Private Wealth.
Sanjay holds the Chartered Investment Manager (CIM®) designation and has worked for over 25 years in wealth management. Clients speak highly of his integrity, his planning and his attention to their needs. He believes in living a healthy and a balanced life — healthy body, mind and spirit.
Larry Burns, CFP®, CLU (Chartered Life Underwriter)
Insurance Advisor
Licensed through L.W. Burns Financial Services Inc. — a separate company from High Life Worth Financial Corp..
Larry has helped families and businesses build and protect wealth for more than 25 years, working across accounting, taxation, investments and insurance. Since 2005 he has worked exclusively in insurance and estate planning.
He holds the CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter designations, and specialises in life, disability, critical illness and long term care insurance, and estate planning.
John Kitcher, CFA, CPA, CA
Associate Wealth Advisor, HighLifeWorth™ Wealth
Management | iA Private Wealth
Insurance Advisor, iA Private Wealth Insurance
iA Private Wealth Inc. and iA Private Wealth Insurance are separate companies from High Life Worth Financial Corp..
John is a Chartered Professional Accountant and a Chartered Financial Analyst, which lets him handle a wide range of financial and tax-related matters. He focuses on wealth management, risk management and tax and estate planning for business owners, self-employed professionals, corporate executives and retirees with significant assets.
He started as an accountant with Ernst & Young in Ottawa in 2002, moved to Ernst & Young Bermuda in 2004 and shifted his focus to the investment industry, then worked in Bermuda and Switzerland for nine years before returning to Ottawa. He moved into wealth management in 2015. John and his wife Mychele have two daughters; he gardens and plays ultimate frisbee.
Jennifer Jacobs, CFP®, CLU, CHS, EPC
Insurance Advisor
Licensed through LTCI Consulting Inc. — a separate company from High Life Worth Financial Corp..
Jennifer has provided insurance and estate planning services to individuals and corporations since 2002. She holds the CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter, Certified Health Insurance Specialist and Elder Planning Counselor designations.
She offers life, disability, critical illness and long term care insurance and estate planning, and specialises in living benefits and insurance planning for elders.
Vivyen Du
Insurance Advisor
Insurance advice through High Life Worth Financial Corp..
With over 20 years in the financial industry, Vivyen Du has helped business owners, professionals and families build, protect, and transfer wealth through strategic, tax-efficient planning. As an Insurance Advisor with High Life Worth Financial, Vivyen develops customized solutions that integrate tax planning, estate planning, insurance, retirement planning, business succession, and wealth preservation. She works closely with a trusted network of accountants, corporate lawyers, tax specialists, and lenders to design comprehensive strategies tailored to each client's unique circumstances, helping them reduce tax exposure, protect their assets, and preserve wealth for future generations.
Sid Kumar, MSW, B.A. (Psychology)
Insurance Advisor
Insurance advice through High Life Worth Financial Corp..
Sid has helped clients work towards their financial goals since 2019. He is insurance licensed and specialises in life, disability, critical illness and long term care insurance and estate planning for both individuals and corporations.
He also brings more than 20 years working with non-profit organisations, and has run several fundraising initiatives for Ottawa hospitals. Sid was recognised in 2017 with a Top Forty Under 40 award, received plaques of appreciation for fundraising from the Ottawa Hospital Foundation (2016), Queensway Carleton Hospital (2017) and The Royal Ottawa Mental Health Centre (2018), and was nominated for the Governor General's Canadian Leadership Conference in 2017. He is married to Jacinthe Marcil and has three children.
Ruchi Bhasin, MA (Economics)
Branch Administrator
After 14 years at the Royal Bank of Canada, most recently as a Senior Account Manager advising clients on financial and banking matters, Ruchi joined HighLifeWorth™ Wealth Management as Branch Administrator in March 2015.
Jane Rudolf
Administrative Assistant
Jane has over 20 years of experience in administrative roles. Outside work she has a passion for fitness and healthy living, and has competed in half Ironman, marathon and bodybuilding events.