Paco Sanchez

Partner/Life Insurance Advisor at Kudsia Leith Sanchez - Waterloo, ON, CA

Paco Sanchez's Colleagues at Kudsia Leith Sanchez
Rajeev Kudsia

Partner, Insurance Agent

Contact Rajeev Kudsia

Cameron Leith

Life Insurance Agent/Partner, CFP

Contact Cameron Leith

Paco Sanchez's Contact Details
HQ
519-886-4445
Location
Waterloo, Ontario, Canada
Company
Kudsia Leith Sanchez
Paco Sanchez's Company Details
Kudsia Leith Sanchez logo, Kudsia Leith Sanchez contact details

Kudsia Leith Sanchez

Waterloo, ON, CA • 5 - 9 Employees
Financial Services

Kudsia Leith Sanchez is a full service financial planning company that helps people realize their dreams through smart financial planning. Our goal is to make financial planning work for you like it never has before through innovative and solution-focused thinking. Our process is based on trust and includes: 1. Establishing the parameters of our relationship 2. Gathering your data and determining your goals and expectations 3. Clarifying your present financial status and identifying any problem areas and opportunities 4. Developing and presenting your financial plan 5. Implementing your financial plan 6. Monitoring the financial plan KLS offers an individualized approach to planning that reflects your needs rather than the newest financial product offering. We'll walk you through the financial planning process and implement our recommendations that you decide on, such as: • Retirement Planning • Investment and Saving Planning • Health Insurance • Living Benefits • Business Financial Planning • Post Secondary Education We believe in putting people before profit, and every interaction we have with you, our client, reflects that standard. We'll create solid financial planning solutions that help you reach your goals, and with more than 50 years of combined knowledge and skill the Power of 3 has the experience, passion and means to do so.

Risk Management Financial Advisory Personal Financial Planning Cash Flow Reporting Personal Tax Planning Investment Management Retirement Planning Estate Planning Stocks Bonds
Details about Kudsia Leith Sanchez
Frequently Asked Questions about Paco Sanchez
Paco Sanchez currently works for Kudsia Leith Sanchez.
Paco Sanchez's role at Kudsia Leith Sanchez is Partner/Life Insurance Advisor.
Paco Sanchez's email address is ***@klsfinancial.ca. To view Paco Sanchez's full email address, please signup to ConnectPlex.
Paco Sanchez works in the Financial Services industry.
Paco Sanchez's colleagues at Kudsia Leith Sanchez are Christine Parton, Rajeev Kudsia, Cameron Leith, Renee Ledwinka, Anne Beattie and others.
Paco Sanchez's phone number is 519-886-4445
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