Put the power of Core Financial’s proven expertise to work for you. We have the specialized expertise and years of experience to comprehensively plan your financial strategy.
We are the firm of choice for businesses across the GTA. Get in touch with your Core Financial Advisor today to get organized and equipped for a successful financial future.
Protecting your business
You’ve worked hard to build your business; I want to help you protect it. Whether starting a new venture or maintaining a successful one, I can help you address your needs.
- Life insurance
- Disability insurance
- Critical illness insurance
Protecting your employees
Your business or organization is unique, and so are your people. Whether you have three or 35 employees, I have access to comprehensive group benefits plans to help you retain your valuable staff:
- Benefits plans for small business
- Health-care and dental-care benefits
- Wellness and disability benefits
- Life and accidental death and dismemberment benefits
- International benefits plans
- Online services
Many businesses don’t consider daily banking needs a part of their long-term financial security plan. However, the right banking products, integrated in your overall financial security plan, can have the potential to get your money working harder and smarter. Solutions Banking™ is a smart alternative to traditional banks: straightforward and competitive with the convenience of around-the-clock banking.
With Solutions Banking™ products and services, you can continue to rely on me to identify your long-term goals and new ways to save money, unlocking powerful wealth-building strategies to help you achieve your financial security goals sooner.
Solutions Banking™ products and services, provided by National Bank of Canada, include:
- Bank Accounts
- Loans and lines of credit
The information on this website is intended for residents of Ontario only.