Why do business with me?
As a insurance & Investment Consultant, I will personally keep you informed with any and up to date information within the industry along with client / advisor confidentiality agreement.
I will perform and guarantee to shop the 20 top insurance companies in Canada to achieve the very best solutions for you and your family to secure your financial futures.
My 7-Step Process and Commitment:
I will Analyze your status and complete a VFG Financial Needs Analysis
I will Identify your needs, goals and objectives
I will Educate you on how money works
I will Make a suitable recommendation based on your needs
I will Implement a mutually agreeable solution
I will Provide you with continuous management and learning for long-term
I will Complete an application with you and submit to the insurance company for underwriting and approval
Please fill out the form below so I can in confidence discuss with you your concerns and needs.