Epigenia Diaz

Financial Security Advisor
Investment Representative

I am Epigenia Diaz a Financial Advisor and a Quadrus Investment Representative. A Financial Advisor who is caring, helpful, dependable and trustworthy! Born in the Philippines, finished University and arrived and migrated Canada and here I love meeting, working and helping with people. I can speak in Pangasinan, Tagalog and English. I started Financial Services 2019. I do love helping people, friends and families plan for their future. I enjoy working together with my clients set up their goals and create financial strategy to help them put all the pieces together which is only fitting. I love help them and understand how can they can be protected, their love ones and Families. I also love sitting with them and talk about their retirement plans. If I am not working, I sometimes go out with some friends and Family and enjoy the nature. I also play table tennis and chess. Going out and playing help me see and meet some new friends. I received some awards from the company and ranked one of the top Advisors during last Fall Campaign as I am motivated and loved by my clients.

Ask an advisor: Why work with an advisor? – Canada Life

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

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Contact

Contact me today to learn more