Mike Motallebi Email and Phone Number

I am a financial advisor with over 10 years of experience in financial services. I work with businesses to provide their employees with group benefit plans. Group benefit plans in their basic form provide insurance such as life, AD&D, critical illness, disability and extended health and dental coverage. To many employees their group coverage is crucial and in some cases it is perhaps the only insurance coverage they can have or afford. The benefit of such plans to businesses is in finding and retaining their talent. I am very proud to be a trusted consultant to many businesses in BC. Over the years I have strived to improve and simplify my clients' access to market, the process of designing and implementing a group plan and their plan administration.I also work with individuals towards building a financial plan:• to address their immediate and ongoing financial security needs such as emergency fund, liquidity and cash flow, income protection (living benefits), saving and retirement, life insurance and estate planning• and guide them to meet their longer term financial goals by helping them to invest tax efficiently and help them build wealth and achieve financial independence.I work with many business owners and professionals such as dentists, doctors, engineers, realtors, mortgage brokers and lawyers who care about protecting their family and create a plan that is unique to them.