I am a financial advisor located in Vancouver downtown. I am part of the World Financial Group network. I advise my individual clients in the simplest form on their financial security which encompasses cash flow, living benefits, retirement and estate planning.
I am licensed to sell
• life & health insurance
• investment products: Mutual funds. RESP, RRSP, TFSA, RDSP, etc.
I work with business owners on their employee benefit plan in their corporations: Extended Health & Dental, Group retirement.
I invite you to a complementary initial meeting to review your financial plans and goals. The solutions I recommend is tailored to your situation. Due to COVID restrictions, I conduct all meetings online.
Please contact me today to set up an appointment: (778)883-1358