Financial Security Advisor
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.
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
Contact me today to learn more