Gwen Davis
Mobile Insurance & Estate Specialist at Coast Capital Financial Management at Coast Capital Financial Management
Based in Westbank, Canada
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Seniority
Staff
Department
Other
Location
Westbank
Industry
Banking
Company size
11
Contact information
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g•••••••@coastcapitalfinancialmanagement.com
Phone
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Background
About Gwen Davis
I am a Mobile Insurance and Estate Specialist with Coast Capital Financial Management. I strive to help people understand the importance of planning for their own and their families future. I enjoy educating and guiding people into a better position to help them reach their dreams and goals. As an insurance broker I will:*shop the market to find the best products based on your needs and explain all the options weather it be:*Insurance offering: term, whole life, universal life, disability, critical illness, guaranteed issue and travel *Investments: Segregated funds, for your TFSA, RESP, RSP, RIF *Estate and retirement planning, Segregated funds, Annuities, variable Annuities *group and private health and dental plan *group savings plans *work one on one with you to develop an insurance and estate plan that is tailored to you and your needs *listen to your needs and help to find solutions based on your goals and dreams to create a comprehensive financial plan Please let me know how I can help you, your family, friends or colleagues.
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