Meet the Team
Our exclusive team of advisors are eager to meet with you individually or collaberatively as a team to review your current portfolio and discuss your future goals in order to come up with the right plan to get you there. Please feel free to contact us to setup a free consultation today!
Hootan is a seasoned and knowledgeable advisor who genuinely cares about his clients and their goals. With almost 18 years of experience, Hootan is well diverse in all areas of the Financial Services industry and is very eager to help each client he encounters plan for a brighter future.
Paul is extremely customer service oriented and thrives to help individuals and families work toward better lives and lifestyles by developing and implementing a comprehensive financial plan designed to meet their unique goals and objectives. He is committed to maintaining the highest standards of integrity and professionalism in his relationship with each and every client.
Why Choose Us?
- Provide complimentary Financial Needs Analysis
- Over 18 years of Experience in Insurance and Investments in Canada
- Accessibility to ALL companies; We shop the market to find the best plan at lowest price.
- Fast and quick response even for last minute decision.