Bonjour tout le monde, good day!

I am truly blessed to be given an opportunity to live in this amazing country of Canada, thanks to my husband who patiently waited and graciously brought me here in Quebec in 2019.

Despite not having any financial background back in the Philippines nor any interest in it, or worse, having a negative money mindset, I started this desire to learn about the financial domain. Being able to see opportunities for growth and financial abundance here, I became very much drawn to it. It is really unexpected...

In 2021, this surprising interest led me to study about business, and I received an AVS in Starting a Business at Ahmon Institute of Montreal. In 2022, I studied Accounting in the same school and got a diploma in Vocational Studies in Computerized Accounting in 2024. During this time, I volunteered as a Tax Preparer for NDG Community Council for 2022 taxation year. In 2023, I studied level 1 Taxation at H&R Block Tax Academy and was able to work with the said company for 2023 taxation year.

In May 2024, I was introduced to Greatway Financial, Inc., and I decided to study about Life Insurance. Aside from my innate desire to learn, I also felt the sincere support of the Greatway team I was fortunate to belong to... And in January 2025, I got my license as a Financial Security Advisor in Quebec from the Autorité des marchés financiers (AMF). Consequently, I am now a member of the Chambre de la securité financière (CSF). And I am working on becoming licensed next in the province of Ontario.

I am also currently working parttime as an Accounting Clerk for Mega Belts, Inc.

In May 2025, I quit working as a parttime Bookkeeper for S. Kumar Financial Services as I wanted to spend more time building my business.

My vision is to build a community of financially informed individuals.

My mission is to share vital financial information within my network leading to financial security, abundance and freedom.

My values include learning, integrity, fun and transparency (LIFT).

As your trusted Financial Security Advisor whose long-term goal is to become a financial planner, I am specializing in Retirement Insurance Planning. I passed the provincial exam in a little over 100 days and got my Quebec full license in 8 months. Check me out on AMF, if you haven't yet!

I am currently contracted with Greatway Financial, Inc., and its partners, such as Ivari, Foresters Financial, the Edge Benefits, to name a few.

I believe it is our responsibility to take care of our family, the elders and the next generation.

One of the solutions I found is plan for a financially secured future particularly, retirement.

How? Apply for permanent life insurance. Once it is properly in place, it becomes a source of retirement income, and at the same time, it secures our loved ones and allows us to leave a legacy of wealth, tax-free, when we pass away.

In addition, if your goal is financial freedom and you would like to be financially informed & share valuable information to others, sign up to be an advisor yourself. Start your own business of an agency of advisors: be your own boss, work at your own pace, and earn passive income.

To make these opportunities available for you, schedule an appointment with me. Lets explore the possibilities starting with financial awareness of what you have and what you can become. I would be more than happy to be your financial and accountability partner.

I wish I have left you with something to reflect on or a sense of curiosity of ways to take care of your loved ones and serve others leading to a happy peace of mind that you deserve :)

Please do not hesitate to reach out. Thank you for your presence and time. I wish blessings come your way!

Merci beaucoup et à très bientôt!