PREM’S POLICY

  • Integrity: Prem will not propose any insurance policies* or mutual fund investments if they don’t make sense for his client’s portfolio or financial plan.
  • Commitment: Prem will constantly oversee your portfolio and give you ongoing advice to ensure that your financial plan is meeting its short and long-term objectives at all times.
  • Dedication: Prem’s genuinely concerned with making sure his clients pursue their goals. He insists on being candid, and if something doesn’t make sense or fit with the financial plan he’ll tell you.
  • *(Insurance sold through Queensbury Insurance Brokers Inc.)

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