Détails de l'entreprise
We are independent financial consultants with more than thirty years of combined industry experience providing dedicated personalized financial service to our clients. Our independence allows us to offer an unbiased objective approach in serving the needs of our clients in assisting them build financial security.
Mission statement: Deliver solutions that build our client's financial security for a life time. Our areas of specialization include Financial Planning, Retirement Planning, Estate Planning and Investment Planning The key to our success resides in an approach that employs a unique and time tested method that protects our client's assets and income. It also allows us to accelerates the accumulation of wealth through tax savings and cost recovery methods in realizing financial security. Confident in our strategy, future results are guaranteed. With the use of the Wealth Acceleration and Protection program TM we follow three Easy Steps to Realizing Financial Security: (a) coordinate the accumulation of assets; (b) integrate financial decisions; and (c) measure every financial decision for efficiency and effectiveness. The program allows every member to develop a clearer vision of their financial future with an effective plan in place for achieving their financial goals.
Certifications et associations
B.A. Economics, Licensed Life Insurance Agent, Mutual Fund Licensed, Member of Greater Oshawa Chamber of Commerce
- Canada Life, Manulife Financial, Desjardins Financial, Sun Life Financial, Assumption Life, Foresters Life Insurance, Ontario Blue Cross, Industrial Alliance, Transmerica Life, Equitable Life
Détails du stationnement