After working for a single insurance company and selling only their products, Lorenzo decided to branch off on his own and become an independent advisor with a client focus approach of offing a wider range of products from a list of some of the most reputable insurance companies in Canada.
His main focus is to address each client’s unique financial needs by providing risk protection and wealth planning products to individuals, families, and business owners, along with also providing client service for pension and retirement planning.
Lorenzo fully understands that a multi-faceted approach is required to address the challenges of investing, goal planning, wealth accumulation, wealth preservation and estate planning.