Sherry finds hidden gems in her clients' insurance portfolios. These gems allow her clients to extend their money further than traditional insurance and investments. The result, for her clients, is unparalleled multiples - for their money, for their generosity and for the abundance they create for others. And more money gives her clients more choices (they aren't unlimited).
"I have a unique qualification -- what I would call a "joint major," explains Sherry. "I am an Investment Advisor and an Insurance Agent. If you are buying insurance just for protection, you are only getting 20% of its value. I show you how to get the other 80% of its value"
Sherry Pellicori's Qualifications:
- BAS (Business) York University
- Canadian Securities Course
- Accreditation in Mutual Funds and Insurance
- More than 18 years in the financial Industry including investment, financial planning and insurance
A Message From Sherry...
When I first began working as a Family Financial Care Specialist 19 years ago, I noticed most of my colleagues pressured their clients into investing without fully understanding their needs and objectives.
I was disgusted!
So I made a firm commitment that I would do the exact opposite. Today, most of the work I do is as a teacher and a specialist.
I love sharing the proven investment secrets that I’ve learned with my clients to help them discover hidden gems inside their investment portfolios!
Most of my clients are people just like me. I was born in Toronto, I’m a proud mother of two, a happy wife, a homeowner, and a small business owner as well. Like you, I have a busy life with heavy demands on my time—but nothing is more important to me than ensuring that my family is safe and secure.
With proper planning, it’s easy to leave behind a financial legacy for your kids, so that’s exactly what I’m going to do—and I can show you how to do the same!
I look forward to helping you achieve your family’s financial goals!
