MA Econ & MA Finance
Freedom today. Freedom tomorrow.
Advice that works for you
I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. I’ll be here to help you with every step, every decision and every success.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through Citistar Financial, I can help you achieve your financial freedom.
Citistar Financial has been committed to bridging the gap between insurance and financial product suppliers and individual financial advisors, as well as extending reliable and personalized financial services to an increasingly diverse client base.
Citistar Financial provides industry-leading support to financial advisors with all aspects of their sales and customer service experience, tailor made training programs towards the market and comprehensive administrative services. As a Citistar Financial Planner, I provide tailored made financial planning services including segregated funds, Critical Illness Insurance, Disability Insurance, Group Insurance, life insurance, travel insurance and home/car insurances.
The value of financial security planning
Did you know that when it comes to your financial well-being, advice may be the difference between achieving your financial goals and falling short? Make the most of your money with the help of a financial security advisor.
Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.
Book an appointment with me today if you'd like to meet and discuss your financial needs
GLC Asset Management Group's Market Matters monthly investment commentary will help to keep you informed when making financial decisions.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.
Suite 2655 Metrotower 2 - 4720 Kingsway