World Financial Group
Multiple locations
Multiple locations
Helping families navigate the financial world by being able to broker to multiple companies and find the correct fit for what our clients desire. Investments, Insurances, Business solutions
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What do you love most about your job?
I love being able to look for the correct solution for our clients based on what they want.
What inspired you to start your own business?
I wanted to have the freedom of time and help people along the way.
Why should our clients choose you?
I work with them to find the right products for them that will leave them better off after we meet or be able to tell them they are on the right track already.
Can you provide your services online or remotely? If so, please add details.
Can do everything remotely. Meet via zoom and paperwork is mostly all online now.
What changes have you made to keep your customers safe from Covid-19?
Meeting via zoom is biggest change and keeping in person meetings limited.
Life Insurance
Term, Whole Life, Universal Life solutions for each individual need.
Investments
TFSA, RRSP, RESP, Open Non-registered products.
Accident and Sickness Insurance
Critical Illness, Disability, Individual Health and Dental, Group Benefits
