YVision Financial is an independent firm focused on individual insurance and investments.

➠➠➠ Financial Security Advisor• Provide service to clients' changing insurance needs by advising on life, health, and disability insurance.• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan for financial security within an insurance product portfolio.• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives within an insurance product portfolio.• Conducting in-depth reviews of clients' financial circumstances, current provision and future aims for insurance coverage.• Complete coverage by delivering policy; planning future follow-up visits and evaluations of needs for insurance.• Business Owner Partnership Insurance.➠➠➠ Investment Representative• Review a client's investment goals, levels of disposable income and employment history and recommend strategies that fit the client's profile.• Sizing client's risk tolerance and time horizon of investments.• Keep clients up-to-date with current investment products and markets.• Track and translate investment performance and make recommendations• Retirement Planning• Tax efficiency using available products in: RRSP, TFSA and Participating Insurance Policy accounts.

Xtronics allowed me to see my previous career from another angle, I was now out of distribution and was an agent representing the manufacturers direct.This is where I learned time management and how to focus my energy on long term projects.I learned that a sales pipeline needs a balance of volume and large transactions which is what creates consistent results! This has helped me keep my existing business in growth and allocate my time wisely to serve my growing clientele.

Maintained and developed the existing and new territories assigned.This is where I got a taste of sales... knocked on company doors till my knuckles bled (not literally speaking) With a stack of my business cards stapled to my line cards, I walked into every company I could see fit. This is where I learned how to negotiate for my clients, conduct meetings with owners and management as well as growing my relationships with our manufacturer's representatives.Definitely the building block of my career so far..shot out to Serge Lortie for giving me the opportunity!