Calgary, AB
2 customer reviews
George
Bunmi understands the processes of each investment option very well and is able to communicate clearly to clients. She gave us what is most suitable for us in terms of benefits and budget. Bunmi is easy to talk to and responds quickly to inquiries. More...
Reply from BUNMI FALOWO
George, thank you for the great review! so happy you loved your experience and can’t wait to have you back for your next service appointment. Thank you once again.
Jon
It was amazing working with Bunmi - she exudes so much passion and in depth knowledge which she channels to help her client make informed decisions about their financial plan and goal. Thank you for all you do!!
Reply from BUNMI FALOWO
Thank you for the kind words, Jon! Glad that we added value. Kindly share with like-minded friends who might be interested in what we do. We’d love to continue providing great service to awesome customers like you. Thanks again!
What do you love most about your job?
I love that my clients find what I do helpful and valuable.
What inspired you to start your own business?
In search of a genuine financial advisor, I became one.
Why should our clients choose you?
I am client-oriented, and as much as I like to earn my clients' businesses; I am most interested in their financial projects and the best service that suits their unique situations.
Can you provide your services online or remotely? If so, please add details.
Either way is fine. I also do video calls, zoom and teams
What changes have you made to keep your customers safe from Covid-19?
I try to provide services online or remotely as much as possible
Financial Advising
We specialize in helping people save on taxes and saving more money. In addition, we offer advice on investment, budgeting, savings and retirement planning.
Insurance advice
Affordable protection plans with peace of mind, Retirement investments and savings.
Travel Insurance
We provide affordable and secure plans for your peace of mind when you are away from home.
Critical illness
We provide solutions for transferring the risk of when you might get not-so-good news from your doctor.
Please don't wait until it's too late... Your Critical illness plans may boost your financial prowess and put you in a better financial situation for a faster recovery.