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Business details

Description

As an experienced financial advisor of 22 years, I have created custom financial solutions that promote successful setting and achievement of goals and objectives for individuals, families and small business owners.
Products sold ranged from Life, Critical Illness, Long Term Care, Disability, Group Benefit plans, Group Pension Plans, Savings, GIC, Mutual Funds, Annuities, personal pension style plans, and insured investments. Mission statement: Assist, guide and implement strong financial strategies for individuals and small business owners who wish to achieve their current objectives and future financial goals.

Certifications and associations

Mutual Fund Licence - Ontario; Life Insurance Licence - Ontario; BA Sociology, BSW, in Social Work, MSW Masters of Social Work,

Categories

Language options

  • English
  • French

Business hours

  1. Friday By appointment
  2. Saturday By appointment
  3. Sunday Closed
  4. Monday By appointment
  5. Tuesday By appointment
  6. Wednesday By appointment
  7. Thursday By appointment

Additional contact

Websites and social media

Business reviews

Featured

   8 years ago
I highly recommend this service because they are very professional in how they handle business matters. They are very knowledgeable and really care about offering the best solutions for your financial needs.Once again I highly recommend them!

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