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Johanne Charest

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Book Your Personalized Financial Consultation

New Client Introduction
Group Health & Dental Conversion – No Medical Needed
Life & Mortgage Insurance Consultation
Group Life Insurance Conversion Session
Financial Health Checkup
Customized Financial Roadmap
Investment Accounts Overview: RRSP, TFSA, LIRA, FHSA & RESP
Insurance Options Overview: Term Life, Whole Life, DI, CI & Key Person
New Client Introduction
Group Health & Dental Conversion – No Medical Needed
Life & Mortgage Insurance Consultation
Group Life Insurance Conversion Session
Financial Health Checkup
Customized Financial Roadmap
Investment Accounts Overview: RRSP, TFSA, LIRA, FHSA & RESP
Insurance Options Overview: Term Life, Whole Life, DI, CI & Key Person
  • 613 808-2313
  • info@elevafinance.com
  • 1000 Innovation Drive, Suite 500, Kanata, ON K2K 3E7
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