Branch Manager- Mutual Funds*
Life and Health Insurance Advisor
235 Yorkland Blvd., Suite 1002, Toronto, ON M2J 4Y8
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment to you:
My role consists in offering you the best possible solutions adapted to your financial security needs. I am committed to helping you:
- Protect yourself should you be faced with a disability, a loss of independence or a serious illness
- Plan the financing of your projects
- Manage your debts
- Establish your financial needs at retirement
- Prepare your estate plan
Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.
I am committed in guiding you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.