Mississauga
Provides financial planning and support in order to help clients achieve their financial goals. As a Financial Advisor, we assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary or desired.
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What do you love most about your job?
I love helping individuals and families save money for their future and secure their lives.
What inspired you to start your own business?
I always wanted to have my own business with a very low overhead expense and I have found the right opportunity at the very right time. I was looking for a business with minimum investment and high returns.
Why should our clients choose you?
Clients should choose me because I am honest to let them know what's right and wrong, I build up relationship quickly, easy to work with and will help you through the way without any hesitation.
Can you provide your services online or remotely? If so, please add details.
Yes of course, I provide my services remotely over the zoom.
What changes have you made to keep your customers safe from Covid-19?
All my services can be done remotely and there is no necessity to meet in person as everything from start to finish can be done online.
Group Insurance
Group insurance is an insurance that covers a group of people, for example the members of a society or professional association, or the employees of a particular employer for the purpose of taking insurance.
Wealthy Child Plan
Best investment plan to secure your child's entire life. Your child is protected for the rest of his life from day 1. Tax free growth and guaranteed. Growth of money continues even after your child turns 18. Funds can be used for any purpose (Education, Marriage, First car, Down payment of first home, Retirement, Next generation).
RESP, RRSP, TFSA Accounts
Life Insurance
Life insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money in exchange for a premium, upon the death of an insured person.
Super Visa Insurance
Super visa insurance provides medical insurance coverage for parents and grandparents of permanent Canadian citizens and residents. Super visa insurance typically covers: Emergency medical. Hospital care. Emergency dental care.
Health Insurance
Health insurance is an insurance that covers the whole or a part of the risk of a person incurring medical expenses, spreading the risk over numerous persons.
Home and Auto Insurance (Ref)
Will Preparation
Final Expenses
Final expense insurance, or burial insurance, is meant to cover the cost of funeral and burial services like the prepaid plans. However, unlike preneed or prepaid funeral packages, final expense insurance can also help cover outstanding debts, probate fees, and other remaining expenses.
