Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, I can help you create an investment portfolio that fits your needs.

• Segregated fund policies: Segregated fund policies are investments that offer capital guarantees. By pooling money from thousands of investors, professional investment managers invest in a variety of individual securities. Since they’re only available through an insurance policy, segregated fund policies have several features and benefits that make them attractive, such as Creditor Protection and Probate By-pass.
• Connect with me to see how investments with insurance companies can make a difference for you. Use this link: https://calendly.com/meyervalerie3/30min