am committed to helping clients protect their financial present and future by delivering the most effective life and living benefits insurance solutions to address their goals, needs and concerns.
By working with financial advisors to develop and maintain their in-depth life and living benefits insurance knowledge, together we can give clients peace of mind that their advisor is well-versed in industry leading information, concepts, and products to provide the best possible insurance solutions.
Life Insurance, Critical Illness Insurance, Disability Insurance, Tax Planning, Estate Preservation, Relationship Development, Consultative Sales, Sales Concepts, Presentations and Training.
Have a private practice with Sun Life Financial, I have been in business for 36 years all with Sun Life, and have been a member of Advocis for that period of time as well.
I do personal financial planning with a focus on retirement and estate planning.
This is all on my website...
I have been working for public CPA firms since 1999. My work has been primarily in small business and taxation. As a result, I have years of experience with preparing the required tax filings for deceased taxpayers and their Estates. I have recognized the need for a consultant to advise and pull together all the necessary steps for grieving executors. I am now the manager of the Estates department within James & McIntyre CPAs.
365 Financial is renowned for its strong tax planning and insurance solutions. We have recruited people from all walks of life, which provide professional knowledge for our customers. Besides, our customer services are highly praised by our customers because “people-oriented” is our philosophy. 365 财富规划公司致力于为有缘朋友提供财富安全，财富增值以及财富传承的金融工具。不论是企业家，高净值人士，亦或是普通的工薪阶层，都需要保障，养老及传承的尽早规划。
I am an advisor with Blue Sky Financial Planning - an independent , comprehensive financial planning firm. I have been working in this industry since 1979 and hold the CFP, CLU and CHFC professional designations. One of the proprietary services I offer is " Legacy Now!" which promotes intergenerational communication regarding transferring family values, traditions , folklore and wealth.
Our team of dedicated professionals follow a goals-based financial planning process that assists us to help our clients realize their personal and business goals. We are a fee-based practice utilizing low-cost investment solutions.