Why Choose Mateusz?
Investment Fund Advisor
Financial Security Advisor
Offering Life, Health, Group Insurance and Investment
- I am licensed only in the province of Ontario, Canada.
- I am licensed to offer life, long tern care and health insurance and am registered to sell mutual funds in the province of Ontario.
Committed to your Dreams
For over 12 years, I have been a proud partner in my clients’ financial success, and I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution(s) for you.
My role consists in offering you the best possible solutions adapted to your needs in terms of financial security, in order to help you:
- Protect yourself should you be faced with a disability, a loss of independence or a serious illness
- Plan the financing of your projects
- Manage your debts
- Establish your financial needs at retirement
- Prepare your estate plan
I stay on top of all the latest developments in the area of financial security planning and update my knowledge continually to ensure that I can offer the best and most current advice, with my clients’ needs front of mind.
My Partners and Support
I have decided to associate myself with Desjardins Financial Security Independent Network, a major distributor of financial products and services that gives me all the support I need to provide the excellent service my clients have come to expect. A subsidiary of Desjardins Insurance (1), a leader amongst Life and Health Insurers in Canada, Desjardins Financial Security Independent Network and its Quebec counterpart SFL have over 1,300 partner representatives and more than 40 financial centres from coast-to-coast.
Thanks to the support of a dynamic team and the assistance of financial service-related experts, I am able to offer you a full range of services and advice on tax and legal issues that will benefit your financial security situation.
(1) Desjardins Insurance refers to Desjardins Financial Security Life Insurance Company, a provider of life and health insurance and retirement savings products.