About Us

Ereny Bishara

Who Am I ?

I am a Certified Financial Security Advisor and an independent broker working with over 20 insurance companies and banks across Quebec, Ontario & Alberta.

 

 

My Mission

My role is to find the best plan that suits your needs and budget, whether for insurance or investments.

 

Let me do the shopping for you!

My history

Hello,

 

I am a Canadian citizen who has been living in Canada since January 2009. I graduated as an Engineer from the Faculty of Applied Arts and have worked in various fields since then.

 

However, I found my true calling in the financial sector. Nothing brings me more satisfaction than helping customers save money on insurance or guiding them toward quality investment plans.

 

I would be delighted to assist you, and I guarantee your satisfaction.

 

I am fluent in English, Arabic, and French.

 

Thank you,

 

Ereny

Our 5-D process

01

Define

i need to Define your needs and budgets for either insurance and investments.

02

Develop

i do my search across all available companies to get the best rates and plans. and develop a proposed insurance or investment

03

Discuss

Then i sit down with the customer to discuss the proposed plan and make the needed changes based on customer opinion.

04

Deploy

Then next step here is to deploy all the deployed plans by filling all the papers to get the needed coverage or investment.

05

Deliver

Last step is when i deliver all polices by myself, and make sure that my customer is 100% satisfied and Happy 🙂

Why choose us?

Financial Plans that suits your needs

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Accordion Content
Projects Completed
Happy Clients

Would you like to start a project with us?