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My Upcoming Campaign

Apr 01, 2021 10:05 AM Eastern Daylight Time - Apr 02, 2021 12:00 AM Eastern Daylight Time

5520 Explorer Drive Suite 400, Mississauga, Ontario

Please visit my upcoming campaign as we will be discussing some of the major things happening within the Financial industry!

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Ned Paunic, BA (Econ)

Certified Financial Planner
Investment Representative

My life’s path is to be of service to others. As a financial security advisor since 2001, I serve my clients’ individual financial needs; striving to meet each person, family, and organization’s unique goals & challenges through strategic financial planning. I apply my expertise to educate, advise, coach, and inspire my clients on the creative use of insurance and investment solutions to fulfill their goals. I place my clients’ needs first and build relationships based on integrity, honesty, and trust. I derive great satisfaction in protecting and preserving my clients’ wealth through times of uncertainty & providing them with guidance. Through marriage, children, inheritance, employment changes, retirement, & estate needs, we’ll consistently revisit your financial security plan to make necessary adjustments with your financial and lifestyle goals in mind. My team-based approach gives you confidential access to specialists, ensuring we have the resources available to address the concerns that are important to you and your family. I remain active in my profession and in my community. Since 2001,I have been member of the Advocis - The Financial Advisors Association of Canada – an organization that advances the professionalism of financial advisors in Canada. I have been an instructor at St. Clair College in Windsor since 2008, coaching 3rd year students enrolled in the Finance stream of Business Administration program. This position is very satisfying as it has allowed me to share my knowledge. Aside from being involved in the community and financial industry, nothing makes me happier than spending time with my family and friends

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Recent posts

Nine answers to your questions about the Canada child benefit

Sep 15, 2021 - Canada Life

The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...

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Life happens. Help your employees prepare for when it does

Sep 01, 2021 - Canada Life

To help your employees prepare for life’s what-if moments, you can offer extra coverage from your group plan: Portable Benefits...

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Canada Life makes investing simpler – new mutual fund names are here

Aug 22, 2021 - Canada Life

To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer...

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