Beverley Jones - SFL
- Life and Health Insurance Advisor
- Investment Fund Advisor*
I am an Investment Fund Advisor and Life and Health Insurance Advisor with Desjardins Financial Security Investments and Desjardins Financial Security Independent Network. If you are looking for a top-notch service provider, look no further, you are in good hands. My mission, is to help you make sound financial decisions, that will increase your wealth and protect you and your family. I will provide you with the best service possible in order to make you a satisfied client.
I have 35 years experience guiding and counselling others. I’ve been with Desjardins Financial Security Independent Network forten plusyears and 30 years with The Workplace Safety and Insurance Board (WSIB) where I supervised, trained and advised staff on how to calculate benefits for injured workers. This experience has helped me to interact comfortably with clients and make recommendations with ease.
I hold a certificate in General Management, completed the Life License Qualification Program and I am registered for the sale of Mutual and Labour Sponsored Funds, through the Ontario Securities Commission.
I am actively involved in my church community and also support and contribute to six charitable organizations.
I interact with my clients in a warm and friendly manner, always displaying openness andhonesty. I never miss the opportunity to show them that I have their best interest at heart. I value trust but I believe that it must be earned. I also value integrity, honesty, loyalty, commitment and building a long and lasting relationship with my clients.
*Mutual funds distributed through Desjardins Financial Security Investments Inc.