As a financial security advisor, I know it's all about building a plan tailored to help meet your specific requirements. Yes, it's important to understand your goals now and in the future but it's just as important to build trust. I want to understand your goals; why you've structured your personal and business life and provide you with the professional financial security advice needed to help you achieve those goals.
I entered this industry 31 years ago, following graduation from The University of Toronto, and received my Chartered Life Underwriter status in 1995. Under the influence of my Father, a 50 year veteran of Insurance with Great West Life, and learned success meant doing things a certain way, the RIGHT way. No shortcuts, integrity, knowledge, work ethic and a passion for the business. Adhering to these practices has allowed me to consecutively make the President’s Council, Million Dollar Round Table and conference, and various other awards of prestige within the industry.
As vital as it is to believe in the product you market, you have to see the people. You cannot wait for people to come to you, you must actively go out to visit clients regularly, whether that be by phone, zoom call, sending out a birthday card, asking for introductions to new people and above all show them your enthusiasm and your belief in how and what you do can significantly affect their lives and their future. This is how I operate on a day to day basis.
Purchasing a home, running a business, financing a child’s education or retiring comfortably all represent change, which can be intimidating. That's why I do what I do. I will be your sounding board. I will help you make the right decisions and together we will make the necessary adjustments to your financial plan as required because sometimes goals do change.
As a five-time Executive Life Club member, I am proud to say I am an expert in the field. The primary reason for my ongoing success is my belief in the power of what life insurance can do as a financial tool for all people.
In my personal life, owning my own business has granted me the freedom to enjoy my business as well as enjoying my life, my family, my friends and colleagues, and my love of sports and travel! It doesn’t get better!
Client service
If you have questions about your financial security plan or specific financial products, contact MTH Financial Group Inc. and we can set up a time to meet. We can discuss services, review your specific needs and help you with your life-changing questions. We can't tell you which university your child should go to but we can help you afford to send them there! Contact us today
Call 905-829-3300
