710-112 Kent Street, Ottawa, ON, Canada
I am a values-based Financial Advisor and Investment representative offering mutual funds through Quadrus Investment Services Ltd. It is important to me to build a trusting relationship with my clients. I work best with responsible Gen Xers and Baby Boomers who are savers and care about their community.
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What do you love most about your job?
This career gives me the ability to build long lasting realtionships and make a significant impact on people's lives.
What inspired you to start your own business?
I wanted the ability to make an immediate impact on people's lives in a way that aligned with my morals and values.
Why should our clients choose you?
I provide a wide selection of options from an assortment of companies. You will have access to Insurance products and investment products from companies like Canada Life, RBC, TD, Empire Life, Manulife, and others. You will have personalized service and direct access to me saving you the hassle of being on hold and talking to robots. You are my business and my top priority.
Can you provide your services online or remotely? If so, please add details.
Yes. We can meet virtually, and most solutions can be provided using digital signatures.
Life Insurance
RRSP's
TFSA's
RESP's
Investments
Critical Illness and Disability Insurance
Retirement Planning