狠狠撸

Toronto, Canada Area, ON Canada

Helping Families & Professionals Achieve Financial Freedom & Grow Wealth Across Generations | Award-Winning Professor

Finance / Banking / Insurance

I help my clients save, protect and grow their money. Most financial advisors help people make better decisions about their money and their lives. But what I do is help families build and keep their wealth over generations by providing clients with a robust and customized plan. This includes wealth management, retirement planning, estate planning, tax planning and insurance planning for professionals, businesses and families. As an independent Financial Advisor, I am able to provide an unbiased perspective and source the optimal product for my clients' needs from over 40 companies, including all the major banks, insurance and mutual fund companies. I provide complimentary financial pla...