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Insurance near Fallis AB (109 Result(s))

Denise Villalobos Certified Financial Planner. Working in the finance industry since the late ninety’s and as an Advisor with Sunlife for 15 years, offering a wealth of experience. Offering a full suite of investment options, including: • Mutual Funds • Segregated Funds • GIC’s (including redeemable) • Annuities (fixed term or life options) • Group Pensions Plan; set up and maintenance Offering a full suite if insurance protection, including: • Life Insurance • Critical Illness • Health Plans • Group Benefits • Disability Insurance If you are looking for someone who will take the time to sit with you and explain the what and why’s, of what you are doing, how the accounts work, what happens once you retire or how it helps or affects you today. As a wholistic advisor Denise makes planning for your financial future or retirement uncomplicated, while also protecting yourself and your family from the unexpected.
Denise has been handling my financial portfolio for the last 15 plus years and I could not be more satisfied. She is clear, concise and has always looked out for my best interests. A wonderful lady with a great sense of humour. A true professional in every sense. Read more
Our mission is to act in the best interests of our clients. We offer the best protection available, help our clients manage the risks of everyday life and support them in the pursuit of their goals
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Staff great and very helpful and qyick. Far better than some others I - had talked to. We were with Intact for mamy years and we decided to shop ... glad we did-saved a whole lot of money! Read more
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