My Story, Education, and Experience
I first moved to Canada in January of 2011 as a foreign educated accountant.
I graduated Bachelor of Science in Management Accounting in 2002 from Ateneo de Zamboanga University in the Philippines and has served various accounting roles from then on until a few years before migrating to Canada.
As a foreign-educated accountant, I figured early on that a career in financial services would best suit me more than any other career.
I am aware that there’s no such thing as a “one size, fits all” financial solution as each client has unique goals and situations.
Working closely with you as a client helps us better understand your family’s financial protection needs, your future goals and your current financial situation.
Rest assured, the financial solutions we’ll suggest is tailor-fit to your family’s needs and situation.
What I can guarantee you is that you will never be pressured into implementing a financial solution that you’re NOT comfortable with.
My role as your Winnipeg financial advisor is simply to provide you with the necessary information and present you with options that meet your needs; the decision on what financial solutions to implement will always be up to your preference.
FinancialAdvisorWinnipeg.ca aims to provide Winnipeg families, business owners and individuals alike with the necessary insurance, savings, and retirement planning information to help them make better-informed financial decisions when it comes to protecting their assets and planning their financial future.
As a financial security advisor, I help families, individuals and business owners protect the financial well being of their loved ones, businesses and themselves from serious life events that can jeopardize their financial future.
The solutions I’m authorized to provide my clients encompasses most financial protection needs such as life, critical illness and disability insurances, personal mortgage loan insurance, personal and group medical / health insurances, long-term care insurance as well as savings and retirement solutions like a registered education savings plan (RESP), tax-free savings account (TFSA) and registered retirement savings plan (RRSP) through segregated funds.