Life and Health Insurance Advisor
Investment Fund Advisor
235 Yorkland Blvd., Suite 1002, Toronto, ON M2J 4Y8
I specialize in recruiting and training new advisors for the centre. For my clients, I focus on assisting them to secure assets and protect liability, and I’ve been doing this for the past 16 years.
Services: Financial security planning, personal insurance portfolios, asset protection plan, estate protection planning, asset transfer for corporations or personal. RRSP, RESP and group RRSP and health plans.
Products: GIC, Mutual Funds, Life insurance – Term, whole life and Universal Life, critical illness insurance, long-term care plan, health/dental and travel insurance, plus group insurance and group RRSPs for business.