Shaun Khorsandi has been in the financial services industry since 1987 helping people pursue their financial dreams. Shaun is a mutual fund representative with Investia Financial Services (a member of the MFDA) and offers Insurance products through SKS Financial via multiple carriers. Shaun spent seven years as a sales manager, teaching insurance and investments.
He has also been a guest lecturer at Seneca College, sharing his expertise with students in the field. Shaun attained his CLU designation (Chartered Life Underwriter) which has given Shaun a foundation of knowledge to provide value in any market environment. The CLU is a globally recognized designation of professional excellence that is earned by a select group of investment and insurance professionals.
He has also been a guest lecturer at Seneca College, sharing his expertise with students in the field. Shaun attained his CLU designation (Chartered Life Underwriter) which has given Shaun a foundation of knowledge to provide value in any market environment. The CLU is a globally recognized designation of professional excellence that is earned by a select group of investment and insurance professionals.
Services
A strong planning process is the best way to create a financial security plan. It is crucial to create a financial plan that protects your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
The mandatory fields are denoted with an asterisk (*). Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.
Reviews
Be the first to review SKS Financial.
Write a Review
