Let's work together!
Serving families & businesses
in Ontario
Kristi Roth
Barley Sheaf Engagement Session
Rittenhouse Square Engagement Session
engagement photographs
Summer Longwood Gardens Engagement Session
Sunset Engagement Session at Valley Forge
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YOUR ENGAGEMENT SESSION
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If you're like many people, you're in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.
To help families better understand their personal finances, I offer a Financial Needs Analysis*(FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every individual or family that I work with.
Investments And Savings
INVESTMENT
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37% of middle-income families say they don't feel confident buying life insurance.
Navigating the process of finding a life insurance policy can feel challenging but as a licensed representative I'm here to help.
Your life insurance policy is more than a piece of paperwork, it's peace of mind. Discover how term life insurance can fit your needs and budget.
Life Insurance
LIFE INSURANCE
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Your employees are vital to your business – but how can you attract, retain, and reward the best? We can explore small business opportunities such as:
Group RRSP Programs
Health & Dental Benefit Programs
Disability Programs (Injury & Illness)
Together we find the best fit for your business and your employees.
Small Business Solutions
SMALL BUSINESS SOLUTIONS
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A Financial Wellness Workshop or Webinar can help with employee retention. This strategic partnership with your company offers a free, in-house education program for your employees. Typically, financial wellness programs and workshops are a top-tier benefit that previously were only offered by some Fortune 500 companies to their employees. This benefit is now accessible to small- and mid-sized companies.Best of all, this workshop is complimentary to both you and your employees.
