Our Team

Mike Musi has more than 18 years of experience in the financial security industry services as a financial security advisor.

Kind and dedicated, he likes to build relationships with his clients based on trust. His passion and expertise have allowed him to provide his clients with sound advice.

Mike is motivated by the desire to have his clients take charge of their financial security so that they can achieve their life goals and financial independence.

He looks for clients who, like himself, are motivated by a desire to adopt a rigorous, disciplined approach geared towards reaching the goals they have set. Mike derives great satisfaction from helping people reach their financial goals. He is therefore committed to meeting his clients periodically so that they can always be up-to-date on the state of their financial health.

“My greatest satisfaction year after year is to renew my commitment at every stage of your life to support all of your financial decisions. My hope will be to become your finance life coach.”

Trustworthy and experienced, Daniel works with a number of high net-worth clients.

This seasoned financial security advisor can help guide you with planning, retirement, investments, financial security at death, or in the case of disability or serious illness. Through a developed process, Daniel works with his clients to understand their unique goals and dreams, then builds a financial security plan to help his clients achieve them.

As a previous Director, Business Development, Daniel trained financial security advisors, teaching them the importance of learning clients’ needs, providing products and solutions that meet those needs and providing excellent customer service. This is the way Daniel himself conducts his business, building long term relationships with his clients based on honesty and trust. Daniel’s success is related to his clients’ success, which is why he is constantly increasing his knowledge so he can provide his clients with plans to help achieve financial independence.

Father of two girls, Daniel Landry cares for people’s well-being. Daniel can provide strategic advice to help you plan for each step of your life.

Antonio Clemente managed his own businesses for over 25 years. His approach is simple: he listens, he understands the specific needs of his customers and provides customized solutions with honesty and integrity.

Two events are responsible for Antonio’s passion about his profession as a financial security advisor. The sudden death of his father, an entrepreneur himself, and his wife’s cancer diagnosis in 1996 after the birth of their third daughter. After several surgeries, various treatment plans and hundreds of hospital visits, his wife died from her illness at age 46.

Antonio understands the financial impact a long illness, disability or premature death can have on a family or a company and its employees, customers, creditors or shareholders.

"It gives me great satisfaction to help people achieve their financial security objectives at all stages of their lives!"

Since 2011, Jason has been offering his clients insurance and investment strategies. He brings a high level of expertise by coordinating with his clients a sustainable financial plan to meet their current and future needs.

As a husband, father, and businessman, he understands the importance of having a financial plan in place. This is because, in reality, no one is immune to unforeseen and unfortunate events.

Jason's reliability and his ability to build lasting relationships encourage his clients to recommend him to their family and friends