About Us

E. Espiritu Financial Inc. is an Associate General Agent (AGA) dedicated in providing financial services through an array of insurance and investment products. We are affiliated with one of the largest Managing General Agencies (MGA's), IDC Worldsource.


We are equipped to provide our clients with sound professional advice on diversified insurance and wealth management products to help them reach their financial goals.

E. Espiritu Financial Inc. is strategically located in the city of Surrey to provide excellent service to British Columbians within the Lower Mainland and beyond.

"To Seize Life, You must Empower Yourself...

Physically, Spiritually, Emotionally, Mentally and Financially."

Kit Espiritu-Jotie [President]

We Focus on Developing our Team of Advisors and Leaders using EEF's Business Blueprint, the PHORSE.

Professionalism

Happiness

Opportunity (Win-Win)

Respect

Support

Empowerment

One Team — One Dream

Our Mission

Develop high producing brokers and leaders through intensive training support on business, marketing and self management skills. Aim to be different by developing a team who values growth and continuously makes a difference in the lives of others.

Our client's Financial Freedom is every EEF broker's ultimate dream!

Our Vision

We market diversified insurance and investment products to meet every clients individual needs in a vast multi-cultural setting. Catering to the Financial needs of millions of Canadian Families.

Previous Clients'

Experience With Our

Insurance Services

“Katrina is the best insurance advisor I have ever hoped for! She is professional, upfront with everything, and always looking out for us. She has always responded quickly to all my questions and concerns. When I’ve had life changes…”

Catherine

"My wealth quest is absolutely amazing. Cel shows a very professional attitude towards her clients. Her caring and vibrant personality makes doing business with her enjoyable and she is trustworthy. I would recommend that anyone who wants to be happy and wealthy to connect with her."

Tracy

"I couldn't be happier with Katrina and what she has set my family up for... Katrina was extremely knowledgeable and she provided us a range of options that best suited our situation. I feel safe knowing that if anything were to happen that my family is protected. I highly recommend Katrina and will continue to recommend her to my friends and family."

EJ

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Financial and Insurance Agency Right Across Guildford Town Center in Surrey

E Espiritu Financial Inc.


Address

Unit 210

15117 101 Avenue

Surrey, BC V3R 8P7

Email

info@eespiritufinancial.com

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