Reasons to Work With a Licensed Insurance agent & Mutual Fund Representative

Elham Rezaei - Financial Services Representative

Sep 20, 2021 |

Canadians who work with a licensed Insurance Agent and Mutual Fund Representative will be provided with a disciplined process for their financial planning. They will also benefit from this professional guidance to reach their desired goals. Individuals who choose to get directions from such a professional will reap the benefits of achieving financial freedom along with the support necessary to avoid making costly mistakes.

Licensed Insurance Agents and Mutual Fund Representatives play a key role in helping Canadians reach financial freedom.

Establish Financial Freedom

Whether you have a 5 or a 30-year plan, your agent will provide you with the tools and knowledge to see your vision come to fruition. As soon as Elham helps you understand where you stand today, she will help you plan for the future to establish peak financial health.

It is a common misconception that only entrepreneurs and business owners hire the services of a Licensed Insurance Agent or a Mutual Fund Representative, when in reality, individuals from all walks of life could benefit from professional help. An agent like Elham can help you with everything from building an effective financial plan to investing your money in the right places. Working with someone that you resonate with, is how long-term success begins.

 

World Financial Group (WFG) consists of:
In Canada, World Financial Group Insurance Agency of Canada Inc. (WFGIA), which offers Life Insurance and Segregated Funds.
WFG Securities Inc. (WFGS), which offers Mutual Funds.
Headquarters: 5000 Yonge Street, Suite 800, Toronto, ON M2N 7E9.
Phone: 416.225.2121

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