Mark Westmaas, CLU®, RRC®, Investors Group Financial Services Inc.
Détails de l'entreprise
Description
Serving Toronto and Surrounding Area
At Investors Group, we know that today, good financial advice is more important than ever.
We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track.
We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life.
Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
Certifications et associations
Chartered Life Underwriter (CLU), Registered Retirement Consultant (RRC)
Catégories
- Conseillers en assurance
Caractéristiques
- Planification de retraite
- Assurance-Invalidité
- Assurance collective
- Compte d'épargne libre d'impôt
- Planification des investissements
- Planification successorale et fiduciare
- Hypothèque
- Planification successorale
- Planification fiscale
Langues disponibles
- English
Heures d'ouverture
- Vendredi Sur rendez-vous
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous