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Life & Financial Edmonton Branch:
Tony Surian - Associate Partner
Phone: (780)434-6008
Email: tony.s@awinins.ca
I have a broad range of experience and education spanning some 30+ years. A formal education in Mechanical Engineering, Teaching, Information Technology, General, Life Insurance, Investing and in Financial Planning'
As an Ex Banker I understand the importance of:
- Protecting Capital;
- Growing Capital and
- Generating an Income from Capital.
Allow me to use the experience and knowledge I have accumulated over the years to provide you with the best insurance solutions you need.
I offer:
- Mortgage Insurance
- Life & Disability Insurance
- Credit Protection Insurance
- Keyperson, overhead and buy/sell Insurance
- Investment services
- RRSP/RESP/TFSA/Annuities
- Segregated Funds
- Retirement planning
- Children's Education Planning
- Individual & Group Health & Dental Plans
- Group RRSP & Pension Plans
- Analysis of Insurance and Investment Needs
- Manulife One Account - Most Cost Effect Mortgage Ever
Life's Risks: We are all exposed to 3 primary risks in our lives: 1. Premature Death; 2. Disability; & 3. Old Age. Your greatest asset is your ability to earn an income and provide for yourself & your family. Mitigating these 3 risks where possible is not an option. Allow me to do an analysis of your personal and family risks and recommend solutions that would give you and your family Peace of Mind. Call me now.....................
Retirement Planning:- Being poor in retirement/old age is prison sentence nobody should endure. Life expectancies are increasing all the time and retirement needs are increasing. Government programs are inadequate to sustain the income needed during retirement. The solution is to start with a Retirement Plan and begin investing NOW.
Call me now .......................
Segregated Funds: “Seg Funds” are investment products, similar to mutual funds, that are offered by life insurance companies. Unlike Mutual Funds where you are at the mercy of the markets, Seg Funds guarantee your capital even at death and allow you to take advantage of positive growth in the markets by locking your profits in. What are you waiting for? Why risk your hard earned money ? Call me now for more information !!!
The companies I represent include:- Canada Life, Manulife Financial, Sun Life Financial, RBC Insurance, BMO Insurance, Desjardins Financial Security, Empire Life, Standard Life, Transamerica Life Canada, Industrial Alliance.
I also provide a wide range of Commercial, Auto & Home Insurance Plans. Click Here for more details.
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