Insurance, Investment, Advice
As a Financial Security Advisor, I focus on putting plans in place to minimize the financial impact that is the aftermath of an untimely death or diability. These events can have a tremendous, negative financial impact to your family - in addition to the emotional trauma and uncertainty of the future
Finding someone to trust to put these plans in place is one of the most important decisions you can make. Plans can also be coordinated with your lawyer, accountant and other professionals to ensure you are prepared for whatever life (or death) throws your way.
If you are curious about how a Financial Security Advisor can play a role in your financial well-being, reach out for an open and honest breakdown of what to expect when planning for your family’s financial security.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Take action
Are you ready to take the next step towards planning for your financial future? Please contact us if you'd like to find out more about financial security planning.
Book an appointment with us today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.