Wholelife Financial Services Professional
Aug 1st, 2022 at 04:53 Insurance 311-1550 South Gateway Rd, Mississauga, ON L4W 5G6 7 views Reference: 68865General Information
WHAT DO I DO? I provide INVESTMENT, INSURANCE and FINANCIAL PLANNING services that people need. As a financial professional I help my clients PROTECT against what can go wrong in order to acquire the luxury of investing for what can go right. HOW DO I HELP PEOPLE? - GAIN AN UNDERSTANDING OF YOUR current financial situation, your short-term, intermediate, and long-term goals and objectives. - EDUCATE individuals on financial concepts, implement financial strategies in an effort to achieve YOUR goals and objectives HOW DO I HELP SMALL/MEDIUM SIZED BUSINESS OWNERS?-Evaluate corporate structure, ownership and survivorship rights-Determine inefficiencies or matters to address i.e., 'buy sell' agreement-Review/implement executive and employee benefits-Ensure proper succession planning is in place MY AREAS OF EXPERTISE: Retirement Planning, Financial Planning, Investment Services, Taxes, Health Insurance, Employee Benefits, Estate Planning, Succession Plans and much more
Products and Services
- Life Insurance,
- Critical Illness Insurance,
- Disability Insurance,
- Visitors & Travel Insurance,
- Super Visa Medical Insurance,
- RRSPs,
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- TFSAs,
- RESPs,
- Whole Life Insurance,
- Mortgage Insurance,
- Participating Life Insurance,
- Key Person Insurance,
- Group Health & Dental Plans,
- Individual Health & Dental Plans,
Specialties
- Estate Planning,
- Retirement Planning,
- Risk Managament,
- Education Planning,
- Tax Planning,
- Investment Planning,
Languages Spoken
- English,
- Hindi,
- Punjabi,
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