Our philosophy is educating clients, and get them involved in the decision-making process.
As independent insurance/investment advisors, we will search for your suitable/desired product through several carriers considering your budget and the analysis result of your financial/health/family situation. This is also true for your corporate structure, company's financial statements, available retained earnings (excess working capital), buy/sell structure incl. how it is funded, key person, corp. will (death, divorce, disabled), etc.
My insurance license is "Life and Accident and Sickness" and I found this business in 2013. I focus on few products more than others due to my interest, exposed market, and experience. I also have access to a team of experts for any given case.
My experience working as an investment advisor was from 2008-2010 at TD Waterhouse Wealth. The full brokerage house’s business was advice on stocks, bonds, debentures, ETFs (indexes), mutual funds, hedge funds, REITs (Real Estate Income Trusts), derivatives, etc.
We do business the old-fashioned way - by word of mouth
Please introduce us if you are satisfied with our services
Cash Flow & Risk Mitigation Solutions for Corporations