Erwin Capalungan - Financial Security Advisor
Filipino-Canadian Financial advisor specialize in transfer of wealth tax-free. #beinsuredbegreat
02/17/2024
Even Saturday, I am working and serving clients regards there Life Insurance and investment especially we are in tax season. Requesting transfer from the bank to my client’s investment accounts that will give them better return long term. I’m working as your trusted Erwin Capalungan - Financial Security Advisor serving you till the cash out phase.
01/04/2024
Just reviewing clien’t porfolio and preparing the financial plan for next week. DM me for more info.
06/22/2023
Which do you choose a family with no Life Insurance or with Life Insurance?
Let’s talk and find a suited plan for your financial goals.
06/19/2023
Visiting and honoring my father for Father’s day. Thanking him for everything.
I even bring and introduce my clients to him, as being transparent in our business the cost of estate planning and wealth transfer for people’s legacy.
I was with a client to finalize the resting place of her late husband.
As a financial advisor this what I emphasize all the time! This allows you to protect your family and loved ones by ensuring your assets are distributed according to your wishes. Highlight the peace of mind it brings knowing that your loved ones will be taken care of.
The success with a client who deals with me, we are able to transfer the wealth tax free. You never know when is our due, but is better be prepared at all times.
06/05/2023
New haircut from a New barber I met today. Merci beaucoup
If they are expert in men’s grooming, I introduce myself as expert in Life Insurance and Pension Plans(Financial Services)
05/11/2023
Instead buying an expensive luxury items. Why not buy there stocks? I do have a diversified investment with LVMH
PM me for more info.
If you buy the product why not buy shares?
LVMH stock is up 30% year to date. 📈
🎓
04/28/2023
My 1st personal design year 2014. Still in Financial services until today.
04/19/2023
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5000 Jean Talon Ouest Suite 290
Montreal, QC
H4P1W9
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