Insurance near Shoppers World Danforth Toronto ON in Toronto, ON (2039 Result(s))

I grew up in a big family, with scarce resources and many needs. From my personal experience and the education at school, I learned the importance of savings and the need to protect my family. I have been in the insurance and investment industry for 8 years and can offer you ways to minimize taxes, protect your family, save for your children’s education, understand your group benefits, and to make the most of your savings.

No one wants to think about needing life insurance. Truth be told, sometimes we are dealt cards that we absolutely do not want. Including insurance in your financial plan can protect your family's quality of life no matter what the future brings, and save your loved ones from financial worries in an already stressful time. My name is Jenny Tran, I am a Sun Life Advisor. Born and raised in London, Ontario. I have worked in the banking and insurance industry for over 8 years. I have a great analytical background with an Actuarial Science and Statistics degree from the University of Western Ontario. I can patiently explain concepts to you so that you have a clear understanding of our products, and balance your needs and your goals in life. Please send me a message and we can discuss how I can help!

Shane Whiteside CFP - I work closely with my clients to provide holistic financial advice drawing on my 18 years of experience and utilizing a team of experts available to me. We have advanced planning tools and strategies to fit the uniqueness of all our clients so they can achieve their life goals and monitor them together with a well documented financial plan.