I provide Life, Critical Illness, Disability, Travel Insurance & Drug /Health Medical Plans, Investment Funds (RRSP, TFSA, etc.), Education Savings (RESP) and Mortgages.
I will ask you a series of questions such as what your financial goals are.
Obtain and analyze your current financial health.
Provide you with the options and solutions to explore on how you can achieve your financial goals and dreams.
Regular review of your financial health and make changes where necessary to ensure you are on track to achieve your financial goals and objectives.
Most importantly, when there is a significant change in your life that might impact your financial picture, such as getting married or divorced, adding a child to your family, buying or selling a home, changing jobs or getting promoted.
My Duties and Responsibilities to My Clients
I will never share any information you provided may it be personal or financial related.
I will treat all clients equally without categorizing A, B, C or D client.
I will provide true, plain and full disclosure on the financial products I recommend.
I will return all calls or messages within the day or at latest the next day