Pragnesh Mehta
Insurance Advisor, Life, Health & Wealth
Pragnesh Mehta
Insurance Advisor, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English, Gujarati, Hindi
Appointment: In-person, Virtual
Store: Scarborough East
www.linkedin.com/in/pragnesh-mehta-684a1832/
Phone: (437) 990-3054
About Me
I am a passionate financial professional with over 15 years of industry experience and a licensed insurance advisor working with RBC Insurance. It means finance is my passion and profession. I love watching action & comedy movies, listening to music and visiting Kingdoms / Palaces. The most important things that brings happiness to me is to see that lovely smile on the faces of my family members & spending time with them. I believe, when you have expensive things you need to build a defense mechanism… and your Life and Health are invaluable.
My Experience
I specialize in helping my clients with wealth creation & protecting their income in the event of critical illness, disability or death. I believe one financial solution does not fit all and to be able to design a comprehensive customized solution I first consider doing a no obligation financial review, so that I can understand your needs & priorities to be able to recommend a right solution for you. I also help review Group Benefits which you might have from your employer and help you understand what the coverage you have and how will it be working for you. This is important to understand because it may only exist till the time you work with them. My clients (500 + families) have benefited from multi faceted solutions ranging from Investments to an entire range of living benefit and life insurance solutions.