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Shammi Chopra

World Financial Group - An Aegon Company
Estate Planning

Contact Information:

6 Directors court
Vaughan, ON L4L 7E8
Canada

Years in Business:

 

5

Clients I'm Seeking:

 

I am looking for: **Clients who looking for help to Buy Life Insurance - Income Protection Plans (Disability Insurance) - Critical Illness Insurance - Extended Health Insurance - Buy-Sell Business Insurance - Business Succession Plan - Home and Auto Insurance - Estate Planning - Retirement Planning - Guaranteed Investments - Mutual Fund Investment **Individuals looking to make extra income working Part-time or Full Time having with the mentality of and Entrepreneur, Business Acumen, Self-Discipline, Big Vision, Coachable, Team Players and willing to learn and change. LEARN and EARN at the same time.

About My Business:

 

Building Distribution Systems for Banks Investment and Insurance Companies across North America. Effective wealth management is a long-term process that continuously evolves, and always requires strategies and specialized expertise. With World Financial Group, I am fortunate to empower families to take control of their Financial Home by having access to experts in Tax and Estate Planning, Securities and Investment Lending, Understanding Various Types of Life, Insurance, Business Succession Plan and more, when the need arises. Just as no two individuals are alike, every client has their own unique priorities, concerns, and dreams for the future. Our priority is to work with clients to develop a customized plan that reflects their personal and professional circumstances with periodic check-ups. A plan that has Growth, Security, Tax Advantage, and Protection. We are dedicated to helping individuals and families to achieve their financial freedom through proper insurance and tax planning according to their needs. We educate How Money works - How to Manage Debt - How to Manage Growth - Tax-Advantaged Income for their dream retirement and have a peace of mind for the rest of their life. Help to build a Business - Driven Independent Entrepreneur - Financial Broker Distribution - LEAVING LEGACY !!PART TIME / FULL TIME & FLEXIBLE SCHEDULE - Long Term Income (Passive Income). Help Families to Rebuild A Successful Financial Future by providing Knowledge, Strategies, and Solutions while building a BUSINESS - You can enjoy twin career while you are building this business. Whatever your needs, I look forward to helping you achieve a fulfilling future.

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