at 200-7077 Keele St, Vaughan , L4K 0B6 Canada
Financial Planning, Retirement Planning, Investment Strategies, Life Critical and Disability Insurance, Group Benefits, RRSP's, TFSA, RESP's, RIFF's
I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each financial security plan includes: Gaining a clear understanding of a clients’ goals and dreams Analyzing their situation and identifying gaps Building a financial security plan to help them achieve their short- and long-term goals Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs
57 FB users likes Pedro A Menjivar, set it to 25 position in Likes Rating for Vaughan, Ontario in Bank/Financial Service category
Pedro A Menjivar is Vaughan based place and this enity listed in Financial Planning category. Located at 200-7077 Keele St ON L4K 0B6. Contact phone number of Pedro A Menjivar: 416 903 5760
Under the direction of Vince Tarantino 2013 Mortgage Broker of the Year, we offer you our commitment to customer service, industry excellence and experience.
Mortgage Planning Strategies Delivered with Exceptional Customer Service
Mortgage solutions for Vaughan and the GTA. Best rates. Lowest rates. Unbeatable service.