From Success in the Culinary Arts
to a Rewarding Career in Financial Advising
FINANCIAL LITERACY
I believe everyone deserves to be financially secure. But in Canada, a wealthy nation with plenty of opportunity, financial security is still a challenge, especially for immigrants. Knowledge is power and if you lack that knowledge, you can expect an uphill climb — even in retirement.
I can help. Whether you need expert help for yourself, your family or your business, I bring a wealth of knowledge, experience and expertise to the mix and my many happy clients are proof. My secret? Hard work, a proven process and a personal touch. I’m an active listener, and I work right alongside my clients to get an intimate understanding of their needs. From there I use my significant training and comprehension of how needs change over time, and how financial plans should adapt and change as your life evolves.
A UNIQUE PERSPECTIVE
My story is unique as I was my own first client. I realized that if I could be my own agent of change and see growth, then I could do the same for others. Today, my position as a mutual fund representative and insurance agent gives me unique insight into the world of saving, growing wealth, protecting loved ones and planning a robust financial legacy. I do this through a diverse skill set and a full knowledge of insurance, mutual funds, savings and wealth building. I work hard to assemble a range of products that meet your needs today, tomorrow and years into the future.
BESPOKE APPROACH
I’ve come to learn that everyone has a diverse set of needs. Cookie-cutter solutions just don’t work in this day and age. Knowledge of the markets and data-driven insights is how it’s done today. That’s why I offer custom solutions based on a solid, professional working relationship with my clients that help educate them on the various products I offer and the insights I uncover. At the core of my service is my ability to really listen and to fully understand your goals and ambitions. I work side by side with you and when I’m confident I understand your needs, I craft a plan based on proven strategies that actually work.
HONESTY IS THE BEST POLICY
The trust I’ve built up over the years with my clients is based on a truthful and honest approach. Transparency is at the heart of my success. The truth is, an expertly managed, fully transparent and disciplined long-term approach is the key to your legacy and success. I don’t overpromise, and I don’t underdeliver. What I do deliver are effective solutions to your problems and I help you understand the changes you need to make in order to attain your goals. The truth is, I love what I do, because I see the faces of my clients light up when they see the progress they’re making and their dreams coming to life. What could possibly be better?
AN EYE ON THE HORIZON
I am your trusted guide as I take you from where you are, to where you want to be. I share my knowledge and insights to help you become educated and fully aware of your own financial state today — and your goals for tomorrow. We take on this challenge together, and we share in your success. It’s not a walk to the corner store. It’s more of a trip around the world. Let’s start your journey today.
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