As a Financial Advisor with over 30 years of experience working in the financial services industry. Skilled in Sales, Life Insurance, Small Group Benefits and Strong knowledge of Operations. I currently hold my, Life licensed (LLQP), Mutual Fund license (MFDA), and a Registered Education Plan (RESP) Scholarship license.
- We help our clients understand the importance of life insurance as per their separation agreement and we calculate the need, based on the child and/or spousal support payment obligation. We protect these payments in the event of a pre mature death, accident or illness of either parent. The support payments continue to be paid out on a monthly basis.
- We work extensively with clients to create a comprehensive and highly individualized financial plan. Each plan is optimized to ensure that family assets – and children’s futures – are protected through suitable insurance and stable investments.
- Let’s work together and put the insurances in place and give everyone peace of mind.