Financial Security Advisor
I am Epigenia Diaz a Financial Advisor and a Quadrus Investment Representative. A Financial Advisor who is caring, helpful, dependable and trustworthy! Born in the Philippines, finished University and arrived and migrated Canada and here I love meeting, working and helping with people. I can speak in Pangasinan, Tagalog and English. I started Financial Services 2019. I do love helping people, friends and families plan for their future. I enjoy working together with my clients set up their goals and create financial strategy to help them put all the pieces together which is only fitting. I love help them and understand how can they can be protected, their love ones and Families. I also love sitting with them and talk about their retirement plans. If I am not working, I sometimes go out with some friends and Family and enjoy the nature. I also play table tennis and chess. Going out and playing help me see and meet some new friends. I received some awards from the company and ranked one of the top Advisors during last Fall Campaign as I am motivated and loved by my clients.
Why you should choose a beneficiary
Sep 21, 2023 - Canada Life
Choosing a beneficiary is an important part of your financial plan...Read more
What are real assets?
Sep 19, 2023 - Canada Life
Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...Read more
What’s the difference between mutual funds and segregated funds?
Sep 18, 2023 - Canada Life
Mutual funds and segregated funds are both investment options, but they have some key differences...Read more
Contact me today to learn more