Elizabeth Saunders

New Business Co-ordinator & Administration Manager at Caponi Financial - Etobicoke, ON, CA

Elizabeth Saunders's Colleagues at Caponi Financial
Sheri Plowman

Vice President, Administration

Contact Sheri Plowman

Elizabeth Saunders's Contact Details
HQ
N/A
Location
Mississauga,Ontario,Canada
Company
Caponi Financial
Elizabeth Saunders's Company Details
Caponi Financial logo, Caponi Financial contact details

Caponi Financial

Etobicoke, ON, CA • 20 - 49 Employees
Other

Caponi Financial is a leading edge insurance, benefits consulting, pension advisory and financial planning firm composing of credentialed employees committed to excellent client-service with an added personal touch.This family business was incorporated in Ontario and has served both individual and group clients in Canada and the U.S. for over 42 years. Using the principles of NEED – LIKE – AFFORD we tailor make solutions unique to each client's needs.The principal salespersons are Dennis Caponi, Sr., Dennis Caponi, Jr., Sheri Plowman, Thomas Caswell and Brian McDonough.That is, we provide insurance and financial services using a formula which first, through a fact finding process, finds out what the client's NEEDS are, second, what products are available and which one does the client LIKE and thirdly, tailor make a portfolio or products to match the client's pocketbook - AFFORD.

Life Insurance Disability Insurance Key-person Insurance Critical Illness Insurance Long-Term Care Out of Country Travel Insurance RRSP (Retirement Saving Plan) Self-Directed RRSP RIF (Retirement Income Fund) LIF (Life Income Fund) RESP (Registered Educational Savings Plan) GICs & Deferred Annuities Segregated Funds Payout Annuities Mutual Funds Group Life/Health Plans Group Pension GICs & Deferred Annuities
Details about Caponi Financial
Frequently Asked Questions about Elizabeth Saunders
Elizabeth Saunders currently works for Caponi Financial.
Elizabeth Saunders's role at Caponi Financial is New Business Co-ordinator & Administration Manager.
Elizabeth Saunders's email address is ***@caponifinancial.ca. To view Elizabeth Saunders's full email address, please signup to ConnectPlex.
Elizabeth Saunders works in the Insurance industry.
Elizabeth Saunders's colleagues at Caponi Financial are Sheri Plowman, Brian McDonough and others.
Elizabeth Saunders's phone number is N/A
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