President of Coreplan
I am proud to offer professional and personalized advice across the spectrum of financial services, aiming to support my clients to achieve and exceed their financial goals. I have acquired thirty years of extensive experience in financial services, specializing in wealth accumulation strategies, corporate insurance planning and personal risk insurance.
My overarching objective is to build productive and enduring partnerships with my clients built on honesty and integrity, allowing them to benefit from my and my team’s vast experience and varied contacts in the financial industry.
On a personal note, I am happily married and am the proud father of three children.
Insurance products and services are provided through Assante Estate and Insurance Services Inc. and Yousofi Financial Services Inc..