Yen Benjamin Email & Phone Number

Canada

Richmond Hill, Ontario

• Recommend strategies clients can use to achieve their financial goals and objectives including specific recommendations in such areas as cash management, insurance coverage, taxes and investment.• Regularly review of clients' accounts and plans to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.• Sell financial products such as mutual funds.• Open accounts for clients such as TFSA, RESP, RRSP,RDSP, GIC, etc.• With permission, meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.

Toronto, Canada Area

Sell financial products such as annuities, segregated funds, life insurance, health insurance, group benefit, travel insurance.

Vaughan, Ontario Canada

• Recommend strategies clients can use to achieve their financial goals and objectives including specific recommendations in such areas as cash management, insurance coverage, taxes and investment planning.• Regularly review of clients' accounts and plans to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.• Sell financial products such as mutual funds, annuities, segregated funds, life insurance, health insurance, group benefit, travel insurance.• Open accounts for clients such as TFSA, RESP, RRSP,RDSP, GIC, etc.• With permission, meet with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.

Toronto, Ontario Canada

• Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings in order to remain knowledgeable about real estate markets.• Advise clients on market conditions, prices, mortgages, legal requirements and related matters.• Prepare documents such as representation contracts, purchase agreements, closing statements, deeds and leases.• Promote sales of properties through advertisements, open houses, and participation in multiple listing services.• Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.