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Wholelife Financial Services Professional

Aug 1st, 2022 at 04:53   Insurance   311-1550 South Gateway Rd, Mississauga, ON L4W 5G6   7 views Reference: 68865
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General 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,
    • 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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