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 is the driving force behind Foursquare Financial Inc., with over a decade of experience in leading clients through complex financial challenges. He thrives on solving intricate problems for both families and business owners, ensuring their financial plans are as strong and unique as their goals. Whether it's protecting wealth or guiding business owners through long-term planning, Manuel brings clarity and confidence to every step. Outside of work, you’ll find him running, golfing, or spending time on adventures with his family.
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
Advanced Insurance Strategist | CHS
Norie combines expertise with a passion for helping both families and business owners achieve lasting financial security. She works closely with clients to solve complex financial problems, creating personalized solutions that ensure long-term success. Her thoughtful approach means that every plan reflects the unique needs of those she serves. When she’s not guiding clients toward their goals, Norie is cheering on her kids at basketball games or exploring new destinations with her family.
Zendel Mary Sayson
Advanced Insurance Strategist | CHS
Zendel approaches each client’s financial plan with care and precision, tackling even the most complex issues to deliver results for families and business owners alike. She’s committed to helping her clients solve financial challenges, ensuring their wealth is protected and their futures are secure. Zendel’s dedication to understanding her clients’ goals makes her a trusted partner in their financial journey. Outside of work, you’ll find her exploring the vibrant city of Vancouver and sharing her latest discoveries online.
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.