Akilah Allen-Silverstein - Investors Group Financial Services Inc.
200 Yorkland Blvd.,- Moyens de paiement: Autre
Détails de l'entreprise
Description
I provide unique and personalised strategic plans that fit the individual needs and financial aspirations of each client.Supported by a team of professionals through my region office knowledgeable in securities planning, tax and insurance planning and wealth management. It is my role to provide exceptional face-to-face service to each client, providing recommendations in the areas of tax planning, retirement planning, insurance and investments. By developing a relationship,and discovering what's important to each client, I can provide suitable recommendations and advice.
With the right advice, financial peace of mind is certainly attainable.
• Life Insurance
• Critical Illness Insurance
• Long Term Care Insurance
• Disability Insurance
• Mutual Funds
• Tax Free Savings Accounts (TFSA)
• Registered Retirement Savings Plans (RRSP)
• Registered Education Savings Plans (RESP)
• Personal Health and Dental Plans
• Group Health and Dental Plans
Certifications et associations
Currently enrolled in the Certified Financial Planner designation course.
Catégories
Langues disponibles
- English
Heures d'ouverture
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous