As a Life Planning Advisor, I am dedicated to learn about your personal goals. Together we will use them to build a financial security plan focused on your specific needs. I understand my clients are in different stages of life: you might be purchasing a first home, financing a child's tertiary education or planning for retirement. I will work to highlight the financial security products that best fit your goals.
I am effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help me to build long-term relationships with all my growing client base and provide excellent customer service.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact JuJu today.