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.