Owner, Esposito & Associates Financial Group and Insurance Consultant
Toronto, Canada Area
- Current
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- Independant Broker at Hub Financial
- Insurance Broker at Insuranceland
- Owner at Esposito & Associates Financial Group
- Past
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- Insurance, Investment Agent at London Life
- Education
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- York University
- Concordia University
- Recommended
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5 people have recommended ESPOSITO - Connections
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24
connections
- Industry
- Insurance
- Websites
ESPOSITO JOHN’s Summary
Personal & Corporate:
Insurance
Life, Auto, Home, Business, Disability, Critical, Health & Dental, Long-Term Care, Key Person, Partnership Buy-Out
Investment
RSP, RIF, RESP, GIC, Tax-Exempt Plans
Our clients are our partners. Together we have a single objective, and that is to reach your financial goals and, as partners, we share the responsibility for this success.
Commitment
To provide you with leading edge financial advice supported by our team. Further to provide a level of service worthy of being referred to those you care about.
Process
Consists of two distinct parts – Discovery and Implementation. In the first phase, we collect the required information from you that will help us make the recommendations needed to resolve any shortfalls toward your financial target. Second phase, we look to implement the recommendations we have made to you. We further revisit these recommendations on a regular basis.
Financial Planning
We believe that the key to reaching your goal is your financial plan. All of our clients will initially implement a financial map that will act as the guide. We will meet on an ongoing basis to review the plan and ensure that there have not been any changes in your circumstances.
Contact
At all times, we will make ourselves available to you. This will afford you the ability to have any financial issues addressed in a timely fashion.
Team
We have assembled a professional team and each person plays an important role in meeting your needs. This means that there will be times that you will be dealing with more than just your primary contact person. It is our belief that this will allow you to receive the best possible service.
Integrity
Our firm believes in maintaining the highest degree of integrity at all times. In this regard, any recommendation that is made is one that has survived our due diligence process. This process maximizes the likelihood of you attaining your financial goals.
ESPOSITO JOHN’s Specialties:
Competitive analysis and solutions for insurance, tax planning and assistance in reaching monetary goals.
ESPOSITO JOHN’s Experience
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Independant Broker
Hub Financial
(Public Company; 1001-5000 employees; TSE:HBG / NYSE:H; Insurance industry)
May 2003 — Present (5 years 8 months)
Independent Life Insurance Agent
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Insurance Broker
Insuranceland
(Privately Held; 11-50 employees; Insurance industry)
January 2002 — Present (7 years)
Assisting with Business and Personal Liability, Home and Auto.
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Owner
Esposito & Associates Financial Group
(Privately Held; 1-10 employees; Insurance industry)
July 2001 — Present (7 years 6 months)
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Insurance, Investment Agent
London Life
(Public Company; 10,001 or more employees; Insurance industry)
May 1998 — July 2001 (3 years 3 months)
Began my Insurance career with a reputable company. Learning the details of Insurance Investments and Financial Planning
ESPOSITO JOHN’s Education
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York University
Business, History 1994 — 1995
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Concordia University
Business, Philosophy, Socialogy, History 1991 — 1994
It was a great experience to be able to live and learn in another city of this great country of ours, where I was able to grow scholastically and personally. Learning not only from the books I studied, but also the challenges of making new connections and gaining others trust.
- Activities and Societies:
- Concordia Stingers Football Team
Additional Information
ESPOSITO JOHN’s Websites:
ESPOSITO JOHN’s Interests:
Golfing, Fishing incl. Ice, International travel, Volunteer Work, Coaching, Strategic Planning with Taxation/Insurance/Investments, Professional Networking, Meeting new people
ESPOSITO JOHN’s Groups:
Italian Chamber of Commerce (ICCT)
Independant Financial Brokers of Canada (IFBC)
Registered Insurance Brokers of Ontario (RIBO)
ESPOSITO JOHN’s Honors:
Ontario Blue Cross - Certificate of Merit May 19, 2005
Certified Financial Planning Program-Financial Advisors Association of Canada April 28, 2005
Advised and Contributed to the development of a web-based Insurance Application Software Program to be used by Insurance Companies
(InSystems Technology Corporation) 2004
Wealth Management & Estate Planning (2004)
Contemporary Practices in Risk/Retirement Planning (2004)
Contemporary Practices in Financial Planning (2003)
Financial Planning Fundamentals (2003)
Personal Financial Planning (2001)
ESPOSITO JOHN’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
