My mission is to understand the characteristics, needs and financial goals of each one of my clients to become a strategic partner in achieving those goals.
I specialize in retirement planning, investment planning, risk management, estate planning, critical illness insurance, life insurance and more.
I have extensive knowledge of the financial and insurance sectors, and I am very familiar with the industries best products and services. I have more than 20 years experience in the financial area, 7 of those years in Canada providing quality services and solutions to individuals, families and businesses in regards to insurance coverage and investments. Before arriving in Oakville, I acquired broad experience in the banking field, specifically in corporate banking and credit analysis for individuals and businesses.
I started Santana Financial after a successful career as a financial advisor for over five years at Sun Life Financial.
I can offer you the best investment and insurance advice to suit your current and future needs. Contact me, I will work with you to help you choose the plan that is right for you, and that best suits of solutions in relation with your needs and your budget, in a professional manner.