ABOUT US

Who We Are

Successfully running a premier agency in the Brampton area, and leading a team of successful and progressive brokers in the insurance and investment industry. Our aim is to serve the Canadians with impeccable advice in the field of:

  1. Risk Management: Life Insurance, Critical Illness Insurance, Disability, Long Term Care, Health and Group Benefits.
  2. Cash Flow Management: Manulife One Mortgages, Investment Planning, Budgeting and Debt Reduction
  3. Advance Planning: Corporate Tax planning, Buy-Sell Planning, Corporate Insured Retirement Plans, Immediate Financing arrangements.
  4. Investment Planning: Non-Registered Funds, RRSP, RESP, TFSA, RRIF and Annuities.
  5. Estate Planning: Our in-house team of specialists provides A to Z solution in planning, structuring and executing an estate Plan.

Our Vision

We want our community to recognize us as leading provider of Risk Management and Financial Products with high level of customer satisfaction and deliverance.

In the next 5 and 10 years our goal would be to exceed the targets of exemplary service, proper planning, sound investment strategies thus becoming number 1 in the region.

This will be achieved by translating individual success into Financial center success by integrating the highly motivated team through skill development, education and training, succession planning.

Our MissionĀ 

Customer Service:

Providing excellent service to the community by securing the life of individuals; to protect the dependents, family members in case of death, disability and sickness.

Sales Force:

Always hit the highest chord.

Our mission is to train our advisors on product planning, need analysis; financial planning and estate to tailor make best solutions for our clients. Achieving and exceeding sales targets and setting example for others to follow.

Our Sales Managers will work with each individual to establish career goals, joint field work, monitoring, compliance, excellent customer service.

Management: The Core management team must follow the principles of Centre: 1. Fairness 2. Ethics 3.Excellence 4. Team work

Our office will bring unity in the diversity. We will provide fair and ethical working environment for everybody to succeed and create their own mark in the career.

CONTACT US?

We are glad that you preferred to contact us. Please fill our short form and one of our friendly team members will contact you back.

X
CONTACT US