Business Marketing Manager l Licensed Financial Advisor
As a Licensed Financial Advisor, I specialize in tailor made solutions to assist clients with their needs; through understanding each client's goals in each stage of their life, I am able to work with clients to customize a plan to solve immediate and future needs.
This can include, but not limited to their savings, home purchase, tax sheltering, short & long term investments, education Savings, retirement planning, estate planning, non registered savings, registered savings including TFSA, RRSP, RESP & RDSP, mortgage insurance, critical illness insurance, life insurance, disability insurance, health insurance, and long term care insurance.
I set myself different from the majority by ALWAYS putting my client's concerns, NEEDS and best interest first.
I work with individuals through my family and friends, and through referrals.
I work to together with my clients to manage and solve their current financial issues and goals. I can offer life/health insurance, RESP, RRSP, RDSP & TFSA