ABOUT US
We are here with you to provide uncompromised and professional advice with integrity and personalised service. we understand that our core values are the reason for our success and we unequivocally believe these values are essential to our existence. We provide expert knowledge to our clients which educates them to better understand their personal finances and basic concepts of wealth management. Our need analysis approach enable us to determine the Suitability and affordability of our client and choose a right product for them
We are associated with leading Financial Brokers of Canada which allows us to deal with leading Canadian Insurance and lending Companies to serve our clients with the best suited product and services at the best rates. We offers a wide range of life and health insurance products, savings and retirement plans such as RRSPs, RESP, segregated funds, securities, auto and home insurance, Small business, commercials insurance and other financial product and services
INVESTMENTS
In an economic sense, an investment is the purchase of goods that are not consumed today but are used in the future to create wealth. In finance, an investment is a monetary asset purchased with the idea that the asset will provide income in the future or will later be sold at a higher price for a profit.
RETIREMENT PLANNING
A Registered Retirement Savings Plan (RRSP) is an account, registered with the federal government, that you use to save for retirement. RRSPs have special tax advantages. read more
GICS TFSA ANNUITIES
The Tax-Free Savings Account (TFSA) is an account that provides tax benefits for saving in Canada. It is a way of savings for individuals who are 18 years or older to set money aside, tax free, throughout their lifetime read more
LIFE INSURANCE
Life can be unpredictable and no one is protected from events that may have devastating consequences on quality of life (death, divorce, illness, etc.).
Uzma is considerate, patient, very knowledgeable and not pushy. She describes available products and financial strategies in a straightforward and understandable way that will make you feel confident that she is assisting you in attaining your goals for future and insurance planning or to assure financial stability should unexpected illness or family tragedy occur.
You amazed me with your depth of understanding of these difficult insurance issues and your obvious talents at both listening and providing great customer support.