Local Business in the News

It's true that we are showing tremendous growth in the highly competitive area of personal financial planning, it is also true that our life insurance, investment fund, critical illness and living benefits insurance portfolios (and list of providers) has grown about 350%, and it is also true that can access the top investment funds in Canada - yet it is our clients who are the winners. Our client base enjoy the benefits of being served by an organisation who will not take 2nd place to anyone in terms of customer service, attention to detail, and taking clients' money matters very seriously.

If you have not seen your adviser in more than a year - you are being shafted. Not only is it a fiduciary duty but also a regulatory requirement for advisers to sit down with you at least once in 12 months to review the appropriatness of your investment and insurance portfolios.  Advisers get paid for doing that.  The market has changed, perhaps your goals or needs have changed, insurance is getting less pricy every year - therefore your adviser should review your portfolios every year.  Dont settle for, and don't pay for less than adequate service - after all, its your future, your money, your childrens' education and your financial plan that is at stake.

Bookmark Article
Add to Del.icio.us	Add to Furl	Add to Google	Add to Y!MyWeb