05/17/2018
Financial Security Advisor
Offering Life, Health, Group Insurance and Investments
For nearly 21 years, I have been a proud partner in my clients’ financial success, and I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution(s) for you.
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment:
Availability
Competency
Integrity
Respect
My role consists in offering you the best possible solutions adapted to your needs in terms of financial security, in order to help you:
Protect yourself should you be faced with a disability, a loss of independence or a serious illness
Plan the financing of your projects
Manage your debts
Establish your financial needs at retirement
Prepare your estate plan
Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.
I am commited to guide you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.
RECOGNIZED SKILLS
I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.
A WHOLE WORLD CONTRIBUTING TO YOUR SUCCESS
I have decided to associate myself with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. Being a part of Desjardins Insurance1, a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,500 partner representatives and more than 40 financial centres and sub-branches from coast to coast.
Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.
CONTACT DETAILS
#610, 4838 Richard Rd. SW , Calgary, AB T3E 6L1
Phone: 403-265-9770 ext. 207 | Fax: 403-265-0248
Cell: 403-464-0793
[email protected]
1 Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.
