Mikhail Yurin Financial Security Advisor / Investment Representative

Mikhail Yurin
Financial Security Advisor
Freedom 55 Financial
Investment Representative
Quadrus Investment Services Ltd.

I believe in helping people make the most of their financial assets by helping them understand their investment and savings options and creating realistic and appropriate financial strategies.

Working with clients involves understand their short- and long-term goals, overall lifestyle and level of risk tolerance, in order to provide tailored advice and develop effective financial plans to meet their financial objectives.

The process I follow to create each financial security plan includes:
• Gaining a clear understanding of my clients’ goals and dreams
• Analyzing their situation and identifying gaps
• Building a financial security plan to help them achieve their short- and long-term goals
• Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs