How you can benefit from working with me as your Financial Advisor in the Montreal area
First of all, I work with people that are serious about protecting those who depend on them. And, they are preparing to have money for the family in case of an unexpected event.
I’m specialized to find the best solution for:
– young families with small kids and big mortgages
– healthcare professionals and small business owners
– seniors and/or uninsured persons
Quite honestly, I am committed to providing you with the most suitable financial solutions.
– First, I assess your current situation and your family’s financial needs.
– Then, I determine your short-term and long-term financial goals and needs. – Also, I will give you advice on the financial products that are right for you.
– Finally, I will come with financial strategies and solutions, ensure you financial security from life’s different circumstances, expected or unexpected.
Certainly, based on my expertise, experience, knowledge, education, recommendations, and services we can build a trustful relationship.
I can help you achieve your financial security goals with total ease.
By the way, if you’re wondering how I’m paid…
You’ll be glad to know that I do not charge you any fees for my services.
In fact, I will be paid a sales and service commission from the company that provides the financial product if you choose to purchase one through me.
I’m partnered with Canada’s top insurance companies to find you the best solution for your needs:
Allianz Global Assistance, BMO Insurance, Canada Protection Plan, Edge Benefits, Empire Life, Equitable Life, Foresters Financial, Humania Assurance, Industrial Alliance, La Capitale, Manulife, RBC Insurance, Speciality Life Insurance, SSQ Insurance.
By the way, no insurance company holds an ownership interest in my business, nor do I hold an interest in any insurance company.
Click on the button below to book your free Financial Security Session with me as your Financial Advisor in the Montreal area.