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Ask About Financial
About Us
GOAL
Our goal is to educate hardworking families on simple concepts that can change their financial future forever.
Mission
Our mission is to “Help families earn more income and become properly protected, debt free and financially independent.”
We always strive to hold our company to the highest ethics and “do what's right” by our clients.
OUR SOLUTION:
Income Protection & Retirement Strategies
To help families better understand their personal finances, we offer the Financial Needs Analysis (FNA).
The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security.
The FNA is complimentary, confidential and customized for every family.
Meet our team!
Ric Jordan Digma, Financial Advisor
Licensed Mutual fund under Canadian Securities Administrator
Licensed Mutual fund Branch Manager
Life and A&S Insurance agent Under Provincial Council of Ontario , New Brunswick & British Columbia
Von Cagalingan, Financial Advisor
Licensed Life and A&S Insurance Under Provincial Council of Ontario
Benedict Avelino, Financial Advisor
Licensed Life and A&S Insurance Under Provincial Council of Ontario
Licensed Mutual fund under Canadian Securities Administrator
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