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Бизнес справочник

Михаил Юрин – Финансовый консультант/Инвестиционный специалист

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Телефон:
7788920877

Провожу оценку полного финансового состояния и ресурсов клиентов, разрабатываю инвестиционную политику, схему работы с банками, брокерскими и страховыми компаниями, помогаю принимать клиентам финансовые решения и помогаю в управлении бюджетом

Freedom 55 Financial предлагает следующие финансовые продукты с разных финансовых компаний
-Mortgages
-Business Insurance
-Individual Life Insurance
-Individual Disability Insurance
-Individual Critical Illness Insurance
-Health and dental Insurance
-Group Insurance
-Group retirement Plan
-Annuities, RRIFs and LIFs
-Segregated funds,RRSPs

Quadrus Investment Services Ltd.:
-Mutual Funds RESP, RRSP, TFSA
-Labour Sponsored Investment Funds

I believe in helping people make the most of their financial assets by helping them understand their investment and savings options and creating realistic and appropriate financial strategies.

Working with clients involves understand their short- and long-term goals, overall lifestyle and level of risk tolerance, in order to provide tailored advice and develop effective financial plans to meet their financial objectives.

The process I follow to create each financial security plan includes:
• Gaining a clear understanding of my clients’ goals and dreams
• Analyzing their situation and identifying gaps
• Building a financial security plan to help them achieve their short- and long-term goals
• Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs

 

Расположение:

600-1508 West Broadway, Vancouver, BC, Canada V6J 1W8

600-1508 West Broadway, Vancouver, BC, Canada, V6J 1W8

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