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VerifiedFinancial Services· Founded 2006

Elgin Barrett Financial Advisor

As a financial service provider specializing in Investment and Insurance. I provide a one-stop solution for financial services and fulfill the need of clients to obtain financial freedom. I'm ready to show how money works for you. I give six steps to my clients. The six steps are how to become debt-free, how to prepare for emergency funds, how to protect your family, how to reduce your tax, how to build a substantial savings program and how to retire early. By walking you through the six steps of the financial plan. I can obtain a clear understanding of where you are and where you want to be. I am ready and willing to help you meet life’s challenges by updating your financial plan on a regular basis. My target markets are Baby boomers, Generation X, Generation Y and Prime lifers. I specialized in; Investments, Insurance, Tax Planning, Estate Planning, Travel Insurance, Retirement planning and Group Insurance

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HeadquartersToronto, CanadaEmployees8(1 to 10)Founded year2006Websitecovered4life.caLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Elgin Barrett Financial Advisor

4 distinct titles indexed · top 4 shown.

  • 2financial advisor
  • 1financial planning estate planning insurance broker
  • 1financial services
  • 1self employed at kabis & associates inc.

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