Marc Morais, BMOS, CLU*
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Address: | 94 Bridgeport Rd. E. 2nd Floor Waterloo, Ontario N2J 2J9 |
| Languages: | English, French | |
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About me
As your advisor, I will strive to provide you with superior service. It is my goal to engage clients, to understand their specific financial needs and make informed choices. This strategy will assist you in building savings, protecting against the unexpected and preparing you for the future. I can help you create a plan that will provide the stability you are seeking. Contact me today and I can help you plan for the future.
| Notices |
Today is a Good Day To shift gears Life changes. Make sure your plans keep pace. Let's talk. |
| Preparing for an appointment |
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:
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I can help you
- Protect your family from the unexpected.
- Build & protect your savings.
- Build your plan for the future.
- Protect your health care options.
- Save for your goals...whatever they may be.
Tools and calculators
*Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.
