Financial Security Advisor
As a Financial Security Advisor, I am dedicated learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs. Everyone’s economic and life situation is unique, and I keep that top-of-mind when providing financial security advice. I believe that personalized service is essential when matching clients with the right financial security products and services. Reach out to me at Elizabeth.firstname.lastname@example.org or 647-686-5127.
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How key person insurance can help your business
Nov 15, 2022 - Canada Life
Key person insurance is insurance a company buys on the life or health of an owner or employee crucial to the company’s success....Read more
October 2022 market update
Nov 10, 2022 - Canada Life Investment Management Ltd.
Central banks take another shot at taming inflation...Read more
Planning for probate and estate administration taxes (excluding Quebec)
Nov 07, 2022 - Canada Life
Six effective probate planning strategies to consider when discussing your clients overall estate plan....Read more