Canada Life, 10104 103 Avenue Northwest, Edmonton, AB, Canada
Let me tell you a bit about me:
My goal is to better understand your financial goals and to
develop a clear understanding of what success looks like to
you.
I’m here to help you achieve your goals and plan for financial
security for today and tomorrow.
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What do you love most about your job?
Ensuring that ALL mh clients reach their desired short and long term goals.
What inspired you to start your own business?
I wanted to help people in a more fulfilling way. Turning their financial situation and giving alternative solutions to their goals, definitely fit.
Why should our clients choose you?
I work ans treat ALL my clients the same way. All clients are high net worth, and their goals for themselves, family, or business are valued and important. I give honest recommendations and advice, even if that means I don’t represent you. My ideal client are families, businesses, and retirees looking for a new approach or plan.
Can you provide your services online or remotely? If so, please add details.
I can provide all my servcies remotely if choosen.
What changes have you made to keep your customers safe from Covid-19?
Virtual appointments and the ability so electronically sign documents.
Life and wealth advisor
Helping clients in the stages of wealth accumulation and wealth distribution phases while ensuring all assets are protected in risk management. I am able to help clients with retirment, penision, investment and investment stragtegies, debt consolidation, mortgages, health and dental benefit, life insurance, and disability & critical illness insurance.
