Prasoon Srivastava

Specialties

over eight years, I have been a proud partner in my clients’ financial success, and I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution (s) for you.

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. Here are some of the important services I am offering:

* Protecting yourself should you be faced with a disability, a loss of independence or a serious illness

* Planning the financing of your projects

* Managing your debts

* Establishing your financial needs at retirement

* Preparing your estate plan

Building a solid financial security plan together will help you balance all the aspects of your life. Your personal plan may include the following solutions:

* Mutual funds

* Guaranteed investment funds

* Annuities

* Guaranteed Investment Certificates

* Life Insurance

* Critical Illness Insurance

* Disability Insurance

I am committed to guide you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized. I stay motivated by these values: availability, competency, integrity and respect.