Peter Choma

Life Insurance Specialist @Solutions Financial

Burlington, ON, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2004 — Present

Life Insurance Specialist @Solutions Financial

View department →

CA

Solutions Financial, Our mandate is to market and service superior-quality insurance and financial products for the optimal security of our clients, their families and businesses.

EDUCATION

1988 — 1991

Sheridan College

Accounting

SKILLS

Fixed AnnuitiesCritical IllnessWealth AccumulationInvestmentsFinancial ServicesStrategic PlanningFinancial PlanningMortgage LendingBudgetCoachingReal EstateLong-Term CareTeam BuildingInvestment StrategiesMutual FundsHomeSmall BusinessBudgetsLife InsuranceHealth InsuranceBrokersFinanceWealth ManagementRetirementStrategic Financial PlanningTerm Life InsuranceEstate PlanningUnderwritingInvestment AdvisoryNegotiationFinancial PlannersRetirement PlanningMortgage MarketingAnalysisEmployee BenefitsUniversal LifeResidential MortgagesDisability InsuranceInsurance

ABOUT PETER CHOMA

I am dedicated to understanding your personal goals to provide you with a professional in-depth analysis and an individually tailored financial security plan to help you reach your dreams. Using a six-step integrated planning process, I help individuals and business owners build a comprehensive financial security plan that enables them to create and protect their wealth over their lifetime. In today’s increasingly complex world of financial services and products, my goal is to help you make sense of all your options and put you in control of your future.Specialties: I have a outstanding knowledge of a wide range of insurance solutions, including life insurance, critical illness insurance disability, group employee benefits, buy-sell agreements, RRSPs, RIFFs and estate planning.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Peter Choma — Life Insurance Specialist at Solutions Financial in Burlington, ON, CA | Unifers