Rico Pannu - SFL
- Life and Health Insurance Advisor
- Branch Manager - Mutual Funds*
Given the number of solicitations you receive, what I can offer you is guidance in achieving financial security by turning your ambitions into concrete realities.
I will help you review your situation and propose a two-pronged strategy: achievement of financial prosperity so that you can carry out your projects, and financial security so that you can protect yourself, your loved ones and your achievements from life’s unexpected challenges.
My mission is to provide sound advice and help you achieve your financial security goals by listening to your priorities and aspirations. I help you identify your short and long-term needs and develop a suitable financial security plan, keeping in mind the values that motivate my commitment to you:
I am 100% committed to developing the best financial strategy for you, to being accessible, and to providing top-quality advice and services that are a perfect fit with your needs, in order to:
- Protect you in the event of disability, loss of independence or critical illness;
- Plan ahead so you can finance your projects;
- Manage your debts;
- Determine your financial needs for retirement;
- Prepare for your estate settlement.
I stay on top of all the latest developments in the area of financial security planning and continually update my knowledge to ensure that I can offer the best and most current advice, with your needs front of mind.
Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.
* Mutual funds are distributed through Desjardins Financial Security Investments Inc