Your partner in creating simple strategies for your financial security
My approach: no-nonsense and no pressure in the insurance and financial industry.
My approach: no-nonsense and no pressure in the insurance and financial industry.
As an advisor, I create customized strategies to help you save money more efficiently and effectively, and to give you peace of mind by minimizing risks. I specialize in leveraging insurance and segregated funds (mutual funds) in a way that works to your advantage, making sure that you get the most from every dollar.
My professional ethos is a focus on simplifying processes that are otherwise complicated, and doing so with transparency every step of the way.
I work on a completely consultative approach. That means I get to know your wants and needs, and create a personalized action plan that is tailored to you.
As an advisor, the cost of services is not calculated based on the amount of time you spend with me.
The cost of savings products, for example, include management fees, which vary according to the investment options you choose. For insurance products, on the other hand, the price is included in the premiums you pay. This means you will never be billed for meetings. If, at the end of your meetings, you don’t purchase or apply for a product, there will be no charge.
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