insurance companies, investment funds and banks.
to secure your financial future and the finances of your relatives.
Economist (Insert M. Sc. Economics) and having had many managerial experiences. My training and Canadian experience in accounting and fiscal policies come from the internationally renowned firm H&R Block. Specialized in insurance, I am now a financial security advisor, Authorized by the Autorité d es Marchés Financiers. AMF licence: 218932
that I am the financial professional you can trust.
I suggest you the most profitable product for you bearing in mind your financial blueprint, your personal situation and family project.
Since I am not employed by an insurance company, I am not interested in their profits, but in yours. Therefore, I only work for you—my client. I help you save more and increase your capital.
In case of a disagreement with the insurance company, since I am not employed by any insurance corporation, I always represent solely the interests of my client and not those of the issuer. I represent my client’s rights in dispute cases.
a secure family finances.
After our first meeting, you start to clearly understand the strong and weak sides of your financial situation. You become aware of the financial products available on the market and you understand which products suit you more. After this, we develop the plan for your financial security and we choose the best product for you. Starting from the first meeting, I become your definitive financial advisor.
I will help you use the multiple financial products correctly, and I will explain to you how they work. I will prepare a long-term or a short-term financial plan for you to achieve your goals.
You need insurance to ensure that your loved ones do not remain homeless and without means of sustenance in case of tragedy. With insurance, your children will be able to prosper without the constraint imposed by unforeseen financial difficulties with a single or monthly prestation.
Insurance helps you:
- Plan an inheritance
- Ensure additional savings for retirement
- Reduce your taxable income
- Your capital will increase due to the investments you make into insurance products
With Ruslan Zagorulko