After gaining a full understanding of your goals and values, we will create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Honesty and integrity are the core values to our business. Our word is our bond, we will always do what we say we will do.
GIVING CHILDREN A HEAD START
Critical illness insurance for children is an essential component of a family’s financial plan. When a child gets sick, it affects the whole family. The benefits of critical illness insurance for children covers expenses so a parent can take a leave-of-absence from work to be by a sick child’s side during treatment and recovery.
Financial independence is a journey, not a destination.
We are committed to the journey.
J. Correia ~ Director
At the age of 54 I found myself separated and unsure of my financial future.
From our very first meeting Jackie became a very powerful force in my life. As she told me her story I knew I was in great hands.
It became very evident to me that this was not a job to Jackie this was her passion. It was her opportunity to educate others and to elevate your fears and concerns.
Jackie is a person of integrity. She will not leave you feeling unheard.
There would be no hesitation in recommending Jackie to anyone. Your financial future will be surely be her top concern.
Jackie has provided my husband and I with a number of services including Investment/RSP, Life Insurance and credit management.
Our relationship began when she helped me convert a Group Life Insurance policy into a Private Policy after I left my place of employment. From that point forward Jackie developed a relationship with us and provided advice on financial investments/RSP as well as helping us understand our financial situation and how to plan for the future. Having been in the business for some time she brings a wealth of knowledge to the table and also has plenty of quality contacts to share with us for any other types of services such as mortgage renewals.
She also provided a guide to preparing for the death of a spouse and advised on what documents and considerations would be relevant at that time.
Perhaps the most valuable commodity that Jackie offers is a promise of continuity in our relationship. Unlike many advisors, agents and vendors these days, she does not disappear after you have signed on the dotted line. She is available to discuss any concerns we may have or just periodically review and recap our holdings with us.
I would recommend Jackie without reservation.
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