Estate Planning - Life Insurance - Philanthropy
Oakville, ON
Mission: Our mission is to become a trusted advisor in the lives of our clients. We provide guidance based on uncompromising integrity and world class personal service. Description: We have worked hard to make financial and insurance services very clear and simple for you. Whatever your walk in life is, we have the most innovating products and services to fit your needs. Together we will examine your goals and arrange a comprehensive and well balanced financial plan that's right for you. That's where we can help. Personal Planning: We offer services such as Financial and Estate Planning, Disability Insurance, Critical Illness Insurance, Life Stages Planning, Travel and Visitor Insurance, Children Education Planning (RESP), Registered Retirement Savings Plan (RRSP’s), Registered Retirement Income Fund (RRIF’s), Annuities, and Guaranteed Investment Certificate (GIC’s). Business Planning: We offer Group Benefit Plans, Executive Benefits Plan, Business Continuity Plan, Pension Plans, Retirement Planning, Registered Retirement Savings Plan (RRSP), Succession Planning, Key Person Insurance, Disability Insurance, and make sure your Buy/Sell Agreements are in place.
On-site · Oakville
Identify and develop new business opportunities, manage existing client relationships, and build referral partnerships with professionals such as CPAs and lawyers. Coordinate client reviews, events, marketing initiatives, and CRM follow-ups while representing OFG at business and community events.