Longevity Achieved

I've been working with Sergio for a while now and I couldn't be more thankful. He has helped me find the best insurance coverage for my life goals. He's found plans that work in my budget but still set my family up for success. I recommend Sergio to absolutely anyone looking for great, well educated advice and life insurance!

Sergio is great at listening for what my goals and he has made the planning very clear for me to get. He is very patient, friendly and always answering my questions in a timely manner. I experience with him a genuine sense of care towards me and my goals, and he has made the entire process fun and something Im looking forward to!

Sergio helped me see the value in life insurance and critical illness coverage, he explained the ins and outs of the products in an easy-to-understand way. I actually understand why I have this product and why it's important, that's not something I could see before I spoke with Sergio. He did a great job on the insurance side of things and he seems to be EVEN more knowledgeable when it comes to my mutual funds and other investments.I highly recommend this lad for any endeavours related to finance!!

I've had a great experience working with my investment agent, Sheldon Fernandes. From the first time I spoke with him I felt at ease. I could tell he was very knowledgeable, and he was more than happy to answer any questions I had. He continues to take the time to listen to my financial goals and ask the relevant questions to ensure he understands my short and long term goals. In speaking with him I can tell he has a passion for what he does as well as a passion to help the people he works with. I don't often write reviews but when great customer service is given, I think it deserves to be recognized. Anyone who works with Sheldon will be left in good hands.

Sergio is one of those people I look forward to talking to because he has my personal interests at heart. What sets him apart from anyone else doing the same job is consistency, curiosity, being on time, showing up, being prepared - always doing what he says he’ll do. It’s a rare quality to find these days. This was my first time setting up two policies and honestly, I couldn’t have done it without Sergio and his way of simplifying the process for me. Happy I can turn to someone like him for financial advice!

Jimmy was excellent! He made sure we were informed and comfortable with our decision in going ahead with our life insurance. Could not have asked for a better person to work with! He went above and beyond in getting us the best plan and price!! Can't wait to achieve our life goals with Jimmy by our side!! Thank you for what you do!!

Sergio assisted my partner and I with investment advice and helped establish a comprehensive financial plan to protect our primary assets which at this point is our home.I would highly recommend Sergio’s services to any of my friends or family member.

I just wanted to quickly share my experience with longevity. I recently bought not just one policy but two different policies from Sergio Montana. It felt like I was not dealing with the company but was dealing with one guy having complete knowledge of all its policies. The alternatives provided by him along with his personal opinion helped me a lot in buying the right policy. He always says if I were you I would have invested in this policy. This I were you " makes the person feel important. Not just up to business

Michael Reichman at Longevity Achieved asked key questions to pinpoint the right insurance plans for me. He was easy to talk to and really listened to my needs. Michael recommended the best policy in a professional and respectful manner. Thanks for the great service!