Welcome to Foursquare Financial Inc.
Where every client is unique.
Founded by Manuel Espinosa and Mary Banzon in 2018, Foursquare Financial Inc. is all about personalization and meaningful relationships.
We're here to understand your unique needs, dreams, and challenges, offering tailored insurance guidance to help you achieve your goals.
Our approach is to empower you with the tools and strategies you need to make your own informed choices. We're not here to dictate your financial path; we're here to equip you with the knowledge and options you need to build your own.
Think of us as your financial toolkit; you decide where to apply the tools.
Our mission is simple
-
To discover what truly matters to you by understanding your unique financial dreams and challenges.
-
To design a personalized insurance plan that's tailored to meet your specific needs and goals.
-
To deliver by walking alongside you every step of the way, helping you turn your financial dreams into reality.
Manuel Espinosa
Founder | CHS
Manuel, the founder of Foursquare Financial Inc., brings over a decade of experience in insurance advising. A member of the prestigious Million Dollar Round Table and holder of a CHS Designation, Manuel is your trusted guide for navigating the insurance landscape. Outside the office, he's an avid runner, golfer, and family adventurer.
Mary Banzon
Co-founder | ACC
Mary co-founded Foursquare Financial Inc. to redefine client-centric insurance services. With her ICF coaching accreditation, she ensures our advisors excel in providing personalized insurance solutions. An animal welfare advocate, Mary also runs Lemonade Stand Co., empowering female entrepreneurs. When not in the office, she enjoys discovering new cafes and diving into a good book.
Norie Lyn Lat
Insurance & Investment Advisor | CHS
Norie specializes in our "Child Wealth Plan," making her your go-to expert for family-focused insurance strategies. Her CHS designation and experience as a mom equip her to understand the unique insurance needs of families. As a basketball mom, Norie enjoys cheering on her kids and exploring new destinations.
Zendel Mary Sayson
Insurance and Investment Advisor | CHS
Zendel is the friendly face who simplifies complex insurance topics. Her CHS certification ensures she can offer tailored and holistic insurance advice. Outside of work, Zendel loves exploring Vancouver and sharing her adventures on social media.
EJ Ortiz
Insurance and Investment Advisor
EJ applies his analytical skills to offer insightful insurance consultations. Currently pursuing a Professional Financial Advisor designation, he's committed to lifelong learning and client success. Off the clock, EJ enjoys the great outdoors, finding peace and balance in nature.
Christine Umali
Insurance and Investment Advisor
Christine brings a nurturing touch to her role, thanks to her background in nursing. She's passionate about helping clients find the insurance coverage that best suits their needs. In her free time, Christine enjoys snowboarding, hiking, and exploring the world.
Vaneza Villaceran
Insurance and Investment Advisor
Vaneza offers a unique and empathetic approach to insurance guidance, especially for immigrants navigating the Canadian financial landscape. She's not just an advisor; she's your financial ally. Outside of her role, Vaneza enjoys spending time outdoors with her family and friends.