Let’s prep for
your legacy
together.

Carlos D. Castillo
Independent Life Insurance Advisor

 

Become Financially Ready

Savings & Growth

Combine the power of saving and insurance retirement planning strategies, to grow your wealth exponentially, and enjoy financial freedom.

Life Insurance

From Universal Life, Whole Life, to Term—Don't be afraid. Life Insurance doesn't have to be difficult. I can walk you through the difference between them. We can discuss how much coverage you need and how you and your loved ones can both benefit!

Other Services

Whether it’s Travel, Critical Illness Insurance, or Children’s Education Plan, I can walk you through a full line of personal insurance & registered retirement and tax-free savings accounts that may suit your needs!

 

Business Protection

Shield your company's growth and financial well-being in the event of business interruption or need for operational support.

Disability Insurance

Secure income protection in the event of disability, and physical limitation to work.

Final Expense Insurance

Pre-plan your final expense costs and give your family the financial support they need in their most vulnerable hour.

 

Hi, I’m Carlos D. Castillo!

I’m an Independent Life Insurance Advisor based out of our Greatway Calgary location at 1223 31 Ave NE Calgary, AB.

I currently have a Life and Accident & Sickness license in the following jurisdictions: Alberta, Ontario, British Columbia, Saskatchewan, New Brunswick. If you’re not in one of these provinces, let me know and I will set you up with one of my colleagues in your area.

  • I’m available to you 24/7.

  • I’ll keep you updated annually and bi-annually.

  • We can do your application offline or online.

  • I’m partnered with some of the Best Rated Life Insurance Companies in Canada.
    See them here.

Future planning is difficult and requires serious work with an educated financial advisor who understands the clients' needs and can help them properly.

 

For over seven years, I've been helping people plan for their future, protect their families, and develop retirement plans that can provide them with a lifetime income without having to pay income taxes.

We can create a plan that provides our clients with a secure financial future and proper protection for their families by utilizing proper retirement and tax planning strategies. That is what I specialize in.

Please contact me to learn more about flexible retirement planning strategies that can provide you with tax-free income and tax-deferred protection for the rest of your life.

Find out more about how Greatway’s environment not only helps you in your finances but also in personal development here: https://www.greatwayfinancial.com/wealth-diaries/clairecarloscastillo

Any questions? I look forward to hearing
from you!

I know that your time is sacred, we’ll be in touch soon! You can also visit one of our offices listed below.

We are committed to the highest standard, in terms of client confidentiality. Please be assured that I will never sell or distribute the personal information you provide.