Margherita-Francesca Venetsanos, BBA
After graduating from SFU Beedie School of Business in 2021 with a BBA, I immediately joined the Financial Services industry with Canada Life. I hold both Insurance and Mutual Funds licences. In my current role as a Financial Security Advisor, I have built my business around putting my clients’ needs at the forefront and caring for their wellbeing. I help individuals by first establishing a relationship and understanding their dreams and goals and what's important to them. I can then dive deeper in understanding their current financial situation and assist them in identifying opportunities in order to achieve their personal goals. My objective is to provide proper planning that is tailored to best fit with each person’s unique situation. Additionally, I provide advice, education and the financial tools that are necessary to protect individuals, families and businesses from life’s uncontrollable events. Having the resources to help people live life with peace of mind and confidence brings me fulfillment in what I do.
November 2023 market update
Dec 07, 2023 - Canada Life Investment Management Ltd.
For the month ended November 30, 2023. Read our monthly update to find out what’s been moving markets...Read more
Insurance basics for kids
Nov 30, 2023 - Canada Life
Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....Read more
Investing basics for kids
Nov 28, 2023 - Canada Life
It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....Read more
Contact me today to learn more