Our company’s journey began in 1978 as The Money Broker, a deposit brokerage dedicated to representing small GIC issuers and helping clients earn higher interest rates than were typically available through local institutions. From the very beginning, our focus was simple: put clients first and seek out better solutions for their money, with the motto “our interest is in your best interest”!
As the years passed, both our business and our clients’ needs evolved. In response to a growing demand for broader investment options, we expanded our services in 1999 to include mutual funds through a licensed mutual fund dealer. This marked an important step in our transition from transactional services to more comprehensive financial guidance.
Our roots also run deep in insurance. Through Mel Bender Insurance Agency, our founder helped protect hundreds of families with life insurance, reinforcing a lifelong commitment to financial security, protection, and long-term planning.
Today, we bring all of these foundations together under one integrated approach, as MBI Financial. Our focus is on financial planning—understanding each client’s unique goals, navigating life’s changes, and building strategies that support long-term confidence and peace of mind. While the tools and solutions have changed over time, our core belief has not: thoughtful advice, built on experience and trust, makes all the difference.