Independent Insurance Representative
I have been an Financial and Insurance Advisor since 1983. Our client base includes people from all stages in life: individuals & families who are working, individuals & couples who are approaching their middle years & retirement and individuals & couples who are currently retired.
While I do not represent any single life insurance or investment company, most of the recommended products are placed with Manulife Securities. When necessary, I will survey the marketplace to determine those financial products that best serve the unique needs of each client.
During the initial consultation with a client regarding life insurance, I will complete a Life Insurance Confidential Needs Analysis with the client, to determine the amount and type of insurance suitable for the client’s situation. I will also discuss other insurance options with the client including critical illness insurance and disability insurance.
During an initial investment consultation, I help to determine the client's risk tolerance & investment objectives and based on the information gathered I develop a suitable investment approach given the client's acceptable level of risk. Depending on the investment strategy, I only make necessary adjustments as a result of a change in a client's financial situation or investment objectives.
Ongoing advice and portfolio review meetings are an important part of my service to my clients. I am always open to discuss a client’s financial and/or insurance needs.
Sheri Eby, a Mutual Funds Advisor Assistant at Manulife Securities Investment Services Inc., has been working with me for over 20 years. She is usually the first person you speak with when you call the office. Your inquiries are dealt with in a friendly and efficient manner. She also helps prepare for client meetings, processes paperwork after the meeting and works to keep files up-to-date.
If you have any questions or comments about the services I offer, please do not hesitate to contact us at (905) 640-9034 or 1-888-299-2242.
“Serving Ontario Investors With Integrity Since 1983″