Full spectrum of services

Investments

Looking for guarantees? Consistent results? Loyalty reward Bonuses?  Keep your liquid financial assets out of your estate? A child with special needs? We can help!

Here are two plans very high on guarantees:

A. Guaranteed Minimum Lifetime Withdrawal Benefit; 

B. Life annuities;  Prescribed annuities with non-registered funds

Invest in a profitable stock portfolio!

Since 2009, Desjardins Financial is offering five separate Principal Protected baskets of stocks in these categories:  Canadian Diversified; Global Diversified; Consumer Staples and Global Financials. 

Choose a period of 3, 4 or 5 years to stay invested.  Call me to learn more. 416-821-4469.

Estate Planning help

That is right, this is not rocket science but does require a willingness to a have a conversation, get facts together. Then we can help make it easy. Specialists available! 




Find out more

Looking for mortgages and high interest accounts? We can refer or set up account for you. Manulife One is a great option to slay the debt dragon!

Simple, straightforward + low cost protection

Personal Accident Disability Insurance is a great plan for stay at home/retired people.  It simply offers the protection you need, with a maximum benefit period of 2 years. Easy to get for majority of folks!

Testimonials


"Atiya, we learned more from you in 90 minutes than we learned in the last year! "  

There are so many newcomers to the Greater Toronto Area every year.  We are here to help!