Gianni Magnante

Financial Security Advisor
Investment Representative

I’m a knowledgeable Financial Security Advisor with Canada Life.

I passionately serve the needs of families, businesses and professional practices in the insurance and related industries. My proposition is to better position your life with my commitment to develop and implement a tailored financial plan. I help guide my clients to be accountable, understand how to manage risks and create strategies.

My practice is predicated on delivering a well-thought-out, two-prong financial plan to help you maintain your lifestyle without selling your assets or cashing in your investments. Fundamentally, a financial plan should be designed with purpose-driven insurance solutions and wealth management, by implementing prudent investment strategies.
 

Here’s how:

  • Develop a financial plan that encompasses an insurance portfolio that provides:
    • Estate Planning and Protection
    • Life Insurance
    • Wealth Management
    • Living Benefits
    • Income Replacements
    • Mortgage and Debt Protection
       

Insurance is more than just protection, it’s also an investment!

  • The next element is geared toward the investment portion of a financial plan. The nucleus centers not only on your financial security for retirement, additionally, it provides growth opportunities for different goals throughout various stages of your life.


I’m enthusiastic to share my desire to work alongside service providers that lend their trade and service to the insurance industry to address any voids that exist in their business. These exposures can be addressed through financial planning as well by utilizing:

  • Key person insurance
  • Buy & Sell Agreements
  • Succession and Legacy Planning
  • Tax Minimization
  • Investments
  • Group Benefits
     

Communication has always served me well to encourage people to be open, place their trust in me, to be receptive, understanding and helpful. As it pertains to insurance and investments, the key is to encourage clients to articulate their financial values and beliefs and in understanding their concerns and motivations, aligning their values and resources with their unique vision of a fulfilling life.

Contact me today to learn more

Recent posts

Supporting your parents financially

Mar 28, 2024 - Canada Life

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

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How to balance your career and caregiving duties 

Mar 21, 2024 - Canada Life

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

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How to talk with aging parents about finances

Mar 14, 2024 - Canada Life

There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....

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