I’m a Financial Security Advisor servicing the province of Quebec and Ontario; representing more than 20 financial institutions.
I work in two main areas: insurance planning and investment planning. I listen to each of your financial objectives and ask the right questions to accurately determine your individual needs.
I truly love what I do. I enjoy meeting with people and helping them navigate the intricate worlds of insurance and investments. I take the trust and confidence my clients' have given me very seriously and I always strive to maintain an open flow of communication. My clients' have come to appreciate an exceptionally high level of service.
My reputation is based on the long term relationships I've established and maintained. I hope to have the opportunity to build one with you!
Sincerely,
Daniel
I work in two main areas: insurance planning and investment planning. I listen to each of your financial objectives and ask the right questions to accurately determine your individual needs.
I truly love what I do. I enjoy meeting with people and helping them navigate the intricate worlds of insurance and investments. I take the trust and confidence my clients' have given me very seriously and I always strive to maintain an open flow of communication. My clients' have come to appreciate an exceptionally high level of service.
My reputation is based on the long term relationships I've established and maintained. I hope to have the opportunity to build one with you!
Sincerely,
Daniel