Biographical Info A qualified and experienced Advisor offering sound financial advice in the area of Investments and Insurance solutions. As a professional, my focus is to help my clients understand the basics of financial planning. The tax system in Canada is quite intricate. I like to make it easy for them to understand it and use various illustrations and examples to help them understand things in a logical manner. As an immigrant to Canada, I was new to all these concepts. After gaining knowledge about business, investing and management from my MBA which I earned from Laurier, I got the opportunity to work with some of the best professionals in my profession and learnt from them. I am consistently upgrading my knowledge and skills through self-learning, through interactions with other professionals, and through in-class sessions held consistently in my office. My core objective is to provide the most efficient solution to my client's needs and the satisfaction of my clients is my biggest motivation. I strive to exceed their expectations. MBA from prestigious Wilfrid Laurier University, and working as Advisor at Sun Life Financial. Specialties: RRSPs, Tax Free Savings Accounts, RESP's, Estate Planning, Life Insurance, Group Plans, Financial Planning.
Financial Planning, Retirement Planning, Estate Planning, Education Savings, Mortgage Protection and Debt reduction
Insurance Solutions: Life Insurance, Critical Illness Insurance, Personal Health Insurance, Disability Insurance, Long Term Care Insurance
Travel Insurance for Canadian Travellers and Visitors to Canada Insurance, Super Visa Insurance
Investment Solutions: RRSPs, Tax Free Savings Accounts, RESPs, RRIF, LIF
My ideal clients can be classified as follows:
a. Young Families who wish to protect and build their financial future
b. People who are getting close to retirement or are recently retired and wish to plan for their retirement years and estate.
c. Small business owners who are looking for tax saving strategies or are looking to provide health and retirement benefits to their employees and their families.