Amy Yeung - Sun Life Financial Advisor
1508 West Broadway, Suite 701,Détails de l'entreprise
Description
As an advisor with Sunlife, I will work closely with my clients to fully understand their specific situation and goals.
Based on their needs, I’ll help them make informed financial choices to build their savings, protect what they have saved against unexpected events and to prepare them financially for their future.
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:
• Salary or income, investments and insurance amounts
• Pension and registered savings information
• Assets and debts
• Financial information for any business you own
Contact me today to get started.
Certifications et associations
Life License Qualified Program Certified.
Catégories
Marques
- Sun Life
Détails du stationnement
- Gratuit
- Payé
- Rue
Langues disponibles
- English
Accessibilité et autres commodités
- Chaise roulante
Galerie
Heures d'ouverture
- Dimanche Sur rendez-vous
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous
- Samedi Sur rendez-vous