Lisa Grisdale and Khanh Luu

Financial Security and Investment Representatives

The way Lisa and I differentiate ourselves from other financial security and investment representatives is with our passion to educate and serve our clients with honesty and credibility. We believe in helping our clients understand why and when they need our services. We do this by using our proven process, starting with understanding our client’s current situations and helping them address their future needs.

It’s important for us to provide our clients with educated service. We do this by continually upgrading our skills through industry memberships in organizations such as the Financial Planners Standards Council (FPSC) and Advocis, the Financial Advisors Association of Canada. We’re each also working towards obtaining professional designations such as Certified Financial Planner (CFP), Certified Life Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.).

Here are a few of the product solutions we offer to help meet our clients’ needs:

• Individual life insurance
• Segregated fund policies, RRSPs
• Payout annuities, RRIFs and LIFs
• Individual disability insurance
• Individual critical illness insurance
• Individual health and dental insurance
• Business insurance
• Group insurance
• Group retirement plans
• Mortgages

Quadrus Investment Services Ltd. offers:
• Mutual funds – RESPs, RRSPs and RRIFs