LUIS FERNANDO - ASESOR FINANCIERO Y SEGUROS

LUIS FERNANDO - ASESOR FINANCIERO Y SEGUROS

FINANCIAL ADVISOR AND INSURANCE: FINANCIAL ADVISORY IN OTTAWA, FINANCIAL PLANNING, LIFE INSURANCE, INVESTMENTS. SPANISH SERVICE AVAILABLE.

Summary

Financial Advisor and Insurance: financial advisory in Ottawa, financial planning, life insurance, investments. Spanish service available.

Products

  • Personal financial planning

  • Life insurance (critical illnesses

  • Disability

  • Accidents

  • Mortgage

  • Travel

  • Home

  • And auto insurance)

  • Investments (rrsp

  • Tfsa

  • Fhsa

  • Rrif

  • Lif

  • Resp

  • Etc.).

Review

Financial Advisor and Insurance – Financial planning and protection in Ottawa Financial Advisor and Insurance provides comprehensive services in Ottawa, focusing both on developing personal financial planning and offering a variety of insurances. With an approach tailored to each client's specific needs, they provide personalized advice on investments and insurance coverage. The team is dedicated to guiding clients through complex options, ensuring they understand and can make informed decisions about their financial future. This service is ideal for those looking to secure their financial wellbeing while protecting their assets against unforeseen risks, such as critical illnesses and accidents. Additionally, their service extends to insurance related to mortgages, travel, and vehicles, offering integral solutions under one roof.