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Denise has been handling my financial portfolio for the last 15 plus years and I could not be more satisfied. She is clear, concise and has always looked out for my best interests. A wonderful lady with a great sense of humour. A true professional in every sense.
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Life Insurance near Dunluce Square Edmonton AB in Edmonton, AB (176 Result(s))
9.3 km
the CIP Society has been working to enhance the education, experience, and ethics of its members, who represent the graduates of the Insurance Institute's Chartered Insurance Professional (CIP) and Fellow Chartered Insurance Professional (FCIP) designation programs.
John Beverley: Your Edmonton-based insurance broker serving all of Canada. With a personalized approach, I provide tailored insurance solutions for individuals and businesses. From auto and home to specialized commercial coverage, I prioritize your unique needs. Transparency, technology, and a personal touch define my service. Stay confident with coverage that evolves alongside industry trends and regulations. Choose me, John Beverley, as your dedicated broker, ensuring your peace of mind across Canada.
9.4 km
Denise Villalobos
Certified Financial Planner.
Working in the finance industry since the late ninety’s and as an Advisor with Sunlife for 15 years, offering a wealth of experience.
Offering a full suite of investment options, including:
• Mutual Funds
• Segregated Funds
• GIC’s (including redeemable)
• Annuities (fixed term or life options)
• Group Pensions Plan; set up and maintenance
Offering a full suite if insurance protection, including:
• Life Insurance
• Critical Illness
• Health Plans
• Group Benefits
• Disability Insurance
If you are looking for someone who will take the time to sit with you and explain the what and why’s, of what you are doing, how the accounts work, what happens once you retire or how it helps or affects you today. As a wholistic advisor Denise makes planning for your financial future or retirement uncomplicated, while also protecting yourself and your family from the unexpected.
9.0 km
The Globe Life American Income Division: AO office in Edmonton, AB, led by The AO Organization, helps individuals and families with their specific insurance needs. Our agents are ready to answer any questions potential policyholders have about the insurance decision-making process, as we want our policyholders to feel confident that every policy they buy will help secure their financial future and protect them from the unexpected. Our products, including life insurance, cancer and other supplemental health policies as well as accident insurance, are available through local, state-licensed insurance professionals.
The AO has great career opportunities in the Edmonton area for those looking for a stable environment, phenomenal leadership, and training programs in which people can grow. A Globe Life American Income Division agent's role is one that is as much a part of the people industry as it is the insurance industry.
24.6 km