Giancarlo Masciarelli BBA, CFP
MANAGER, BUSINESS OPERATIONS
3190 Steeles Avenue East
Suite 210
Markham, Ontario
L3R 1G9
Book an appointmentAs an independent broker, I have access to vast array of insurance and investments products, enabling me to customize a sound financial plan for your unique situation. Whether it is an Insurance Program or an RESP, the fact is everyone is different and so are their needs and goals. There is no universal solution, so why limit your choices? I work for you – not the financial companies – so you can always count on receiving impartial advice. Together, we will have them working for you and your family!
Here are a few more ways I can help you with:
- Life Insurance
- Term Insurance
- Critical Illness Insurance
- Disability Insurance
- Health Insurance
- RESPs
- RRSPs
- TFSAs
- Pensions/Annuities
- Travel Insurance
A little more about me:
- Certified Financial Planner
- Manager of Business Operations
- Life Licensing Qualification Program Instructor
- BBA (Honours) degree from Wilfrid Laurier University
- Years of Industry Experience as an Independent Broker
- Have been nicknamed the Green Giant!
And here are a few of my partners:
- Manulife
- Sun Life
- BMO
- Desjardins
- Canada Life
- Industrial Alliance
- Empire Life
- RBC
- Blue Cross
- IA Excellence
- Standard Life
- Fidelity
In an effort to create a relaxing environment, my appointments are always no risk, no obligation, and I will meet you where you feel most comfortable. I believe an effective financial plan is derived from building strong relationships with my clients. Unlike a hotline operator, you will never feel like a number with me; I am available should you ever wish to discuss your financial plan – beginning with one year follow-ups.
I look forward to meeting you and the opportunity to work together!
Giancarlo Masciarelli