your legacy
together.
Loreta May
I’m available to you 7 days a week.
I’ll keep you updated annually and bi-annually.
We can do your application offline or online.
I’m partnered with some of the Best Rated Life Insurance Companies in Canada.
I’m available to you 7 days a week.
I’ll keep you updated annually and bi-annually.
We can do your application offline or online.
I’m partnered with some of the Best Rated Life Insurance Companies in Canada.
Helping secure and change the live of others since 2019.
After completing my Bachelor's Degree in Accounting and Finance in Manila, Philippines, I moved to Canada in 2015 to worked as a caregiver and in Accounting field. I spent several years providing compassionate support and care to those in need, while upgrading my Accounting and Financial Education. I am currently a licensed Tax Preparer/Specicalist registered with the CRA, and have more than 20 years of experience filing taxes for individuals, small businesses and corporations. As well, I provide bookkeeping and payrol services to small business and corporations.
I joined Greatway financial and transitioned into the Insurance Industry in 2019. My educational background in Financial Accounting has been instrumental in this career shift, allowing me to combine my passion in finances with my desire to to help and change the lives of others. As an Insurance advisor, I help clients navigate their financial journeys with confidence and clarity.
My experience as Tax Specialist and daycare provider taught me the importance of patience and understanding- a qualities that are just as crucial in financial advising. My background in Financial and Tax service fuels my passion for teaching individuals about the intricacies of insurance and financial planning, empowering them to make informed decisions that safeguard their futures.
Choosing to work with me means partnering with someone who genuinely cares about your financial well-being. I am motivated to help people navigate tricky policies and provide my clients with peace of mind. I am here to guide you every step of the way, providing the expertise and personalized service you need to achieve your dreams and secure your future.
I have found a great sense of happiness and fulfilment in what I do, which is to help secure and change the lives of others.
Helping secure and change the live of others since 2019.
After completing my Bachelor's Degree in Accounting and Finance in Manila, Philippines, I moved to Canada in 2015 to worked as a caregiver and in Accounting field. I spent several years providing compassionate support and care to those in need, while upgrading my Accounting and Financial Education. I am currently a licensed Tax Preparer/Specicalist registered with the CRA, and have more than 20 years of experience filing taxes for individuals, small businesses and corporations. As well, I provide bookkeeping and payrol services to small business and corporations.
I joined Greatway financial and transitioned into the Insurance Industry in 2019. My educational background in Financial Accounting has been instrumental in this career shift, allowing me to combine my passion in finances with my desire to to help and change the lives of others. As an Insurance advisor, I help clients navigate their financial journeys with confidence and clarity.
My experience as Tax Specialist and daycare provider taught me the importance of patience and understanding- a qualities that are just as crucial in financial advising. My background in Financial and Tax service fuels my passion for teaching individuals about the intricacies of insurance and financial planning, empowering them to make informed decisions that safeguard their futures.
Choosing to work with me means partnering with someone who genuinely cares about your financial well-being. I am motivated to help people navigate tricky policies and provide my clients with peace of mind. I am here to guide you every step of the way, providing the expertise and personalized service you need to achieve your dreams and secure your future.
We are committed to the highest standard, in terms of client confidentiality. Please be assured that I will never sell or distribute the personal information you provide.
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. You can reply STOP to unsubscribe at any time.
We are committed to the highest standard, in terms of client confidentiality. Please be assured that I will never sell or distribute the personal information you provide.
I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. You can reply STOP to unsubscribe at any time.
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