Break-free from the big box firms where the service level you receive equates to the asset level you maintain. Maybe it's time to graduate your experience to superior service with an independent brokerage.
Isabelle Frati of IMF Financial Assurance is a fully licensed Insurance and wealth management specialist, providing customized, holistic planning with a vast range of product options. Isabelle is also a Certified Executor Advisor (CEA) and works with Testators to resolve estate tax and liquidity issues, while providing guidance to Executors towards successful execution of their duties and legal responsibilities to avoid personal risk and liability.
Specializing in risk management and investment strategy services to individuals, families and business owner/entrepreneurs, we pride ourselves in proactively creating customized solutions to meet all your financial goals, so you can enjoy your well-planned future.
Contact us today to arrange your complimentary consultation. Let's chat over coffee about options available to you to make your dreams a reality. It's never too late to begin your plan.
Call us today and let's get started - (416) 268-2300
We look forward to hearing from you.