Peakplus Financial Services Inc

Maintain relationships and provide enhanced customer services to clients. • Help people with their Financial planning needs which protect them from any uncertain situations. • Guide clients by preparing and maintaining their financial plans and direct them on the right path to achieve their Financial goals with retirement/ estate planning. • Managing client's investments by providing them with right guidance. • Reviewing their plans every time so as to make sure everything is up to date. • Assisting small/mid/ large corporates with Employee benefits and pension planning - right from need assessment to delivering a plan which fits their goals and budgets. I specialize in- LIFE INSURANCE - CRITICAL ILLNESS INSURANCE and DISABILITY INSURANCE - SUPER VISA INSURANCE and VISITOR INSURANCE - RRSP, RESP, TFSA, FHSA, Non-Reg - ESTATE & RETIREMENT PLANNING - COMPANY BENEFIT & PENSION PLANS