Jacqueline Rizza - Financial Security Advisor & Investment Representative

Jacqueline Rizza - Financial Security Advisor & Investment Representative BA | RIS | CEA
Wealth Strategist, Insurance Broker & Investment Representative

Insurance products, including segregated fund policies, are offered through Canada Life, and Jacqueline Rizza offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. Life’s filled with unexpected events that could dramatically affect your lifestyle and retirement goals - a financial emergency, health crisis or if you (or someone you love) dies young. It takes careful

planning to achieve your goals and protect yourself in case the unexpected occurs.This is where I can help. I work with clients like you to create a customized financial security plan based on your needs, goals, and risk tolerance, to address four key areas: [ ] Financial security for your family when you die [ ] Protection in case you become seriously ill or can’t work because of a disability [ ] Retirement planning [ ] Ensure you have the funs for a rainy day (liquidity) To do so I’ll need to: [ ] Gain a clear understanding of your goals and dreams [ ] Look at your situation and identify any gaps [ ] Build a plan to help you achieve both long and short-term goals [ ] Review your financial security plan regularly to make sure it meets your changing needs.

Address

200-110 James Street
Saint Catharines, ON
L2R7E8

Opening Hours

Monday 9:30am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 3pm
Thursday 10am - 5pm
Friday 9am - 3pm

Telephone

905-380-6403

Website

Alerts

Be the first to know and let us send you an email when Jacqueline Rizza - Financial Security Advisor & Investment Representative posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category