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General Insurance near Puslinch ON (681 Result(s))

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Endeavor to keep the customer's need at the center of all we do.
Have been with this company for 30 years. Excellent service every time I have needed them. Read more
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Independent advice, it just makes sense. We'll handle your investment, insurance, mortgage, and financial planning needs by providing choices you can understand. Know you're making the right decisions for your future. With years of experience in the financial industry, William Chan excels in comprehensive financial planning; addressing issues that may have been overlooked by clients and their past advisors. His detailed knowledge of products and strategies allow him to develop customized solutions that are guaranteed to provide an unbiased view to one’s situation. Since 2016, I am a proud holder of multiple designations: CERTIFIED FINANCIAL PLANNER (CFP®), estate planner (CLU®), and health insurance specialist (CHS™).
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