I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
|905 617 2032|
Supported by a team of experts
When specialized expertise is required, I have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.
Blake provides expert knowledge about Selectpac, Great-West Life’s group benefits product for small businesses.
He has worked in group benefits since completing his education at The University of Western Ontario where he obtained a degree in Management and Organizational Studies with a specialization in organizational and human resources.
His education and experience working with different styles of group benefits providers combine to provide him with a solid foundation of industry knowledge. His creativity and attention to detail help ensure plan administrators have the benefits solution that fits the diverse needs of their workforce.
Emilio has earned the designations of Financial Management Advisor (FMA), Certified Financial Planner (CFP), and Chartered Life Underwriter (CFP).
His financial services experience spans 13 years. He provides advanced level insurance planning for business owners and higher-net worth family clients, who always find value in his advice.
Joanna brings more than five years of valuable experience in residential mortgages and more than 10 years in law and administration. She is client-focused and taking care of client mortgage needs pertaining to new or resale home purchases, transfers or refinancing.