Francesca Mackie - Sun Life Financial
1 University Ave., Suite 201,Détails de l'entreprise
Description
As a Sun Life advisor, I work with individuals, families & business owners to help them clarify their financial protection & money management goals & then work out a plan with them to ensure they can achieve their goals. It’s all about identifying needs & then finding the right solutions. It’s also about establishing long-term relationships with clients, so that they can get the help & advice they need, when they need it.
I also provide consulting services to employers for group employee benefit plans & group savings plans.
My background is in Group Insurance/Employee Benefits, working in sales and service for over 20 years. I have a proven track record of being dedicated to my customers and to making sure needs are met.
Specialties: I am licenced in the province of Ontario to provide advice on Life Insurance, Critical Illness Insurance, Disability Insurance, Long Term Care Insurance, Personal Health Insurance, Travel Insurance, Group Insurance, Mutual Funds and Segregated Funds.
Contact me today to learn more.
Certifications et associations
Member of Advocis
Catégories
Marques
- Sun Life (Life, Critical Illness insurance, Long Term Care); RBC/The Edge (Disability insurance); Mutual Funds/Seg Funds/Guaranteed Income Funds-Sun Life Global Investments, and other fund companies.
Langues disponibles
- English
Heures d'ouverture
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous