• Maintain relationships and provide enhanced customer services to clients.
• Help people with their Financial planning needs which protect them from any uncertain situations.
• Guide clients by preparing and maintaining their financial plans and direct them on the right path to achieve their Financial goals with retirement/ estate planning.
• Managing client's investments by providing them with right guidance.
• Reviewing their plans every time so as to make sure everything is up to date.
• Assisting small/mid/ large corporates with Employee benefits and pension planning - right from need assessment to delivering a plan which fits their goals and budgets.
I specialize in:
-- LIFE INSURANCE
-- CRITICAL ILLNESS INSURANCE and DISABILITY INSURANCE
-- SUPER VISA INSURANCE and VISITOR INSURANCE
-- RRSP, RESP, TFSA, FHSA, Non-Reg
-- ESTATE & RETIREMENT PLANNING
-- COMPANY BENEFIT & PENSION PLANS
Company Details
- Employees
- 2
- Founded
- -
- Address
- Mississauga, On L4w 4y1, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://peakplusfinancial.ca/
- Keywords
- Inc. | LinkedIn.
- HQ
- Mississauga, ON
- Competitors
- Stonewater Financial Group Inc., Apri Insurance Services Inc. - a Division of People Corporation, United Life Financial, CAILBA, CLIEDIS, HUB International, Trū Insurance & Investment Solutions Inc., Windsor Essex County Insurance Brokers Association (WECIBA), Goldstein Financial, Royal Point Wealth.
Peakplus Financial Services Inc. Questions
Peakplus Financial Services Inc.'s website is https://peakplusfinancial.ca/
Peakplus Financial Services Inc.'s LinkedIn profile is https://ca.linkedin.com/company/peakplus-financial-services-inc
Peakplus Financial Services Inc. has
2 employees.
View email and phone details for 2
employees at Peakplus Financial Services Inc..
Peakplus Financial Services Inc.'s industry is
Financial Services
Peakplus Financial Services Inc.'s top competitors are
Stonewater Financial Group Inc.,
Apri Insurance Services Inc. - A Division Of People Corporation,
United Life Financial,
Cailba,
Cliedis,
Hub International,
Trū Insurance & Investment Solutions Inc.,
Windsor Essex County Insurance Brokers Association (Weciba),
Goldstein Financial,
Royal Point Wealth.
Peakplus Financial Services Inc.'s categories are Financial Services
Peakplus Financial Services Inc.'s founding year is 2019
