1750 Steeles Ave W,
ON L4K 2L7
I will provide below services from the best Companies and with an affordable price.
-Free Financial Needs Analysis (FNA) detailed in more than 15 pages easy to understand for every one.
-Free consultation for new & existing Insurance policies in your place.
-LIFE Insurance (Permanent and Temporary)
* Universal Life Insurance with tax sheltered saving account.
* Term Life Insurance (T10 , T20 , T30) :
Medical & Health Insurance
-Long Term Care Insurance
-Critical Illness Insurance
-Funeral Planing & Concierge Service.
- Buy/Sell Agreement
- Business/ Liability Insurance
- Key Person Insurance
- Overhead Expense Plans
- Employees Group Benefits
**FINANCIAL & INVESTMENT**
-Tax & Estate strategies
-RESP (Educational Plan)
-Investment Plans (Segregate funds)
-Retirement Plan (RRSP)
-Disability Plan (RDSP)
-Tax Free Saving Account (TFSA)
-Financial Check-up and Debt management
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