Insurance near Fennell ON (3916 Result(s))

Ralph Umansky CFP, President of BestPlan Financial Strategies Inc, is an independent life insurance broker with access to a full range of products and services. He has achieved the internationally recognized Certified Financial Planner designation, and is a member of the insurance and financial services industry's elite Million Dollar Round Table organization, Canadian Association of Insurance and Financial Advisors, and Independent Financial Brokers of Canada. Ralph was recently awarded the National Quality Award, for his focused attention on persistency, permanence, stability and quality performance of life insurance services to consumers.As a futurist, Ralph has written over 15 articles on improving small business. He conducts workplace seminars and is available for individual consultation.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of. We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

Wealth Preservation & Insurance. Full-service insurance brokerage.