Cheryl Siskind Solomon
Senior Advisor, Certified Health Insurance Specialist (CHS) and Elder Planning Counsellor (EPC).
As an independent insurance advisor, Cheryl has dedicated her career to helping clients achieve financial wellness.
That means delivering a comprehensive range of insurance solutions, with a focus on developing strategies that enable her clients to continue living independently as they age. Specialized features of her practice include living benefits, elder and estate planning. “I’ve always said that I help people protect their wealth when life happens,” she explains. “Our service experience at Bridgewell is designed to help bridge the gaps in our client's financial plans, all so they can live life on their terms.”
When she’s not helping Bridgewell clients achieve peace of mind with their financial plans, Cheryl enjoys family time, cottage life and an active outdoor lifestyle.
How can you reach Cheryl?
Please click here to book a virtual meeting
Give her a call at 647-692- 9106
Or send an email: info@gottogetawrap.ca
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JACK POLLAK
Senior Associate, Estate Planning and Product Specialist
Jack is a Senior Associate, Estate Planning and Product Specialist at Creative Planning Financial Group.
With over 25 years as an accomplished and trusted insurance advisor, Jack has gained a breadth of financial and business management experience. Throughout this time, Jack’s expertise has been sought after by hundreds of accountants, tax advisors, attorneys and other insurance agents as a partner in securing clients’ estate plans and insurance needs. Having contracts with insurance companies that span most of the life insurance market, means that Jack can provide a wide spectrum of products and unbiased solutions tailored to meet his clients’ objectives. His client-centric approach has been beneficial in all cases, simple or complex, and with all parties, be they self-employed individuals, corporations or small and medium sized businesses.
Jack considers that his greatest successes are achieved with clients who “don’t want to be sold insurance”, but rather want to understand how best to meet financial targets in cost effective, tax efficient ways while protecting themselves, their families and their businesses.
How can you reach Jack?
Please give Jack a call at 647-692- 9106
Or send an email: info@gottogetawrap.ca
