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Jeffrey Usman

Financial Advisor

About Jeffrey Usman


I’m a dedicated financial advisor with over a decade of experience in the financial services industry. I’ve made it my mission to deliver personalized financial solutions that empower individuals, families, and businesses to achieve financial security and growth.

I provide a range of financial products. Whether you’re looking for life insurance options like term, whole, or universal life insurance, I’m here to guide you through the process and ensure that your loved ones are protected.

Beyond offering these products, I’m passionate about financial education. I believe that informed clients are empowered clients, so I take the time to educate those I work with on effective debt management, budgeting, and long-term financial planning.

I’m also deeply committed to my community and regularly participate in outreach programs focused on financial literacy. Whether I’m working with clients or volunteering, my goal is always to help others achieve financial independence.

When I’m not working, I enjoy spending time with my family, traveling, and staying active in the community. I’m always striving to grow both personally and professionally, and I look forward to helping you achieve your financial goals.

Our Services

Achieve financial security and peace of mind with our comprehensive, expert-driven approach tailored to your unique needs. We provide personalized solutions that empower you to reach your financial goals, protect your assets, and ensure a prosperous future for you and your family

Retirement Planning

Secure your future with our comprehensive retirement planning services. We help you build a solid financial foundation, ensuring peace of mind and a comfortable lifestyle in your golden years. Our expert advisors tailor strategies to meet your unique goals, maximizing savings and minimizing risks. Start planning your dream retirement today.

Insurance Protection

Secure your future with our comprehensive insurance protection plans. We offer tailored coverage to safeguard your health, property, and loved ones. Enjoy peace of mind knowing you're protected against life's uncertainties. Trust us to provide reliable and affordable insurance solutions designed to meet your unique needs. Get covered today.

Wealth Bulding & Preservation

Unlock your financial potential with our Wealth Building & Preservation services. We provide expert guidance to help you grow and protect your assets, ensuring a secure future. From personalized investment strategies to estate planning, we are dedicated to your long-term financial success. Start building your wealth with confidence today.

Education Plan RESP

Secure your child's future with our Education Plan RESP. Invest today for tax-free growth and government grants, ensuring your child’s educational success. With flexible contribution options and expert guidance, we help you maximize your savings and provide a brighter tomorrow. Start your journey to a better education today!

Office: 5800 Ambler Drive, Suite 112, Mississauga, ON L4W 4J4

Call (647) 677 2720

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