FinancialSource offers a wide range of insurance and investment services including:
I am licensed by the Financial Services Commission of Ontario to use the Life Insurance Agent designation for the sale of life, disability, and related insurance and investment products including segregated funds.
I am also licensed by the Registered Insurance Brokers of Ontario (RIBO) to sell home, auto and commercial insurance.
As a Certified Financial Planner, I am a member in good standing of FP Canada (formerly known as Financial Planning Standards Council - FPSC) and The Independent Financial Brokers (IFB) of Canada with approved professional liability insurance coverage.
Privacy Policy. All information will be held in strictest confidence and no information shall be divulged about your personal situation to any outside organization or government agency without your prior consent, unless as may be required by law or during the course of carrying out work on your behalf.
