Debra Muise Email & Phone Number | I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients' financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concern in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each plan includes: -Gaining a clear understanding of my clients' goals and dreams -Analyzing their situation and identifying gaps -Building a plan to help them achieve their short-term and long-term goals -Reviewing their plan regularly to ensure it continues to meet their changing needs

Debra Muise

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, fina...
Canada

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Debra Muise’s Location Canada

Debra Muise’s Current Industry Quadrus Investment Services

Debra Muise’s Prior Industry Mount Saint Vincent University | Southwest Properties

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Financial Security Advisor

Present

Investment Representative

2012-01-01 00:00:00 - Present

Payroll Administrator

1999-01-01 00:00:00 - 2007-01-01 00:00:00

Payroll/Accounts Payable/Accounts Receivable - Retail

1990-01-01 00:00:00 - 1999-01-01 00:00:00

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Debra Muise is a I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients' financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concern in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each plan includes: -Gaining a clear understanding of my clients' goals and dreams -Analyzing their situation and identifying gaps -Building a plan to help them achieve their short-term and long-term goals -Reviewing their plan regularly to ensure it continues to meet their changing needs

Debra Muise has prior
experience in the following industries:
Mount Saint Vincent University | Southwest Properties

Debra Muise has the following professional experience:
Freedom 55 Financial | Quadrus Investment Services | Mount Saint Vincent University | Southwest Properties