Denise Villalobos - CFP, EPC Sun Life Financial
219 200 Carnegie Drive,
Business details
Description
I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. Together we can create a personalized plan that addresses your goals for the future, and evolves as your needs and situation change.
My Specialties are;
Life and Critical Illness Insurance
Building your wealth - Mutual Funds, GIC;s (RRSP, TFSA, LIRA, LIF, RIF, RESP, RDSP)
Group Benefits Broker
Personal Health Insurance Broker
Denise Villalobos CFP, EPC
Certified Financial Planner
Elder Planning Counsellor
Certifications and associations
CFP - Certified Financial Planner, EPC - Elder Planning Councillor, Finance Diploma, PCP - Payroll Compliance Practitioner
Categories
Brands
- Sun Life, RBC, Manulife, GWL, Blue Cross, CI Investments, SLGI, TIC and TU
Parking detail
- Free
Language options
- English
Gallery
Business hours
- Friday By appointment
- Saturday Closed
- Sunday Closed
- Monday By appointment
- Tuesday By appointment
- Wednesday By appointment
- Thursday By appointment