Emerald Lake Financial Group
Vancouver BC
Vancouver BC
At Emerald Lake Financial Group, we specialize in individual family and business protection plans. Our mission is to create strategic solutions for our valued customers according to their overall long term and short-term financial goals. We educate our clients about the product (insurance / investment) and we strongly believe it’s necessary to have it when you making an informed decision.
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What do you love most about your job?
I have an opportunity every time to help someone, make a positive change in their life or company. I love that my profession enables me to love and enjoy my other passions in life.
What inspired you to start your own business?
Lead it to success, and spend more time with my family and friends.
Why should our clients choose you?
It comes down to priorities. I’m in business to create lifetime clients because in my experience, when you treat someone with care, passion and respect, you get great introductions and word of mouth.
Financial Services
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Products and services include:
Life insurance
Long-term care, disability and critical illness
Retirement planning (RRSP \ TFSA)
Annuities
Qualified tuition plans (RESP)
Employee Pension Plans
Other retirement savings plans designed specifically for employee groups
Health Insurance Group health benefits
Mortgages
Debt Management
