Carmenza Salazar
Job title: Advisor
Languages spoken: English, Portuguese, Spanish
Area(s) served: Toronto, Mississauga, Brampton, Milton, Oakville, Burlington
Your path is unique, so is yourroadmap.
Helping families and business owners protect what matters and plan with confidence.
Personalized guidance for protection, savings, retirement planning and business continuity — with a clear process and ongoing support.
Who we service
Learn more
Entrepreneurs small
Families
New Canadians
Let's work together
Our approach is simple: listen first, explain clearly, and recommend solutions aligned with your goals and comfort level.
Services
For Families:
- Life insurance and protection planning
- Income protection (where applicable)
- Education savings guidance (RESP)
- Retirement planning and reviews
For Business Owners:
- Key person and business continuity planning
- Shareholder/partner protection strategies
- Corporate-owned insurance considerations
- Succession and legacy planning support
How It Works
1. Discover: goals, family/business details, budget
2. Design: options explained clearly with pros and cons
3. Implement & Review: paperwork support and ongoing check-ins
Products and services
Business owners
Health insurance products
Life insurance products
Stay informed
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Today we celebrate the power of women supporting women, especially when it comes to financial independence.
Let's continue to lift each other up and build brighter financial futures together.
Today we celebrate the power of women supporting women, especially when it comes to financial independence.
Let's continue to lift each other up and build brighter financial futures together.
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
建議盡早開始並持續進行儲蓄。小額的註冊教育儲蓄計劃 (RESP) 供款亦可隨著時間推移而積少成多。
想了解如何優化您的教育儲蓄？歡迎與我們探討制定符合您家庭預算的儲蓄計劃。
建議盡早開始並持續進行儲蓄。小額的註冊教育儲蓄計劃 (RESP) 供款亦可隨著時間推移而積少成多。
想了解如何優化您的教育儲蓄？歡迎與我們探討制定符合您家庭預算的儲蓄計劃。