BEST SERVICES FOR YOU
Frequently Ask Question
1. Is there any obligation to use our services ?
NO. Some people don't need our help, but a second opinion on their plan or after receiving their complimentary financial plan, often see the great value of our help.
2. What is the process ?
It all starts with you contacting us. We will setup a convenient appointment time either in person or remote and show you and your family what we can offer. Then (if you see the value) we gather some information used to do your personalized financial plan. Then we discuss the analysis and find ways to get you on your own Financial Plan
3. Are you regulated ?
Financial services are amongst the most regulated industry in Ontario/Canada. All Associates are required to be licensed and adhere to a strict code of conduct under FSCO
4. Will this cost me anything ?
Our service itself is complimentary. If you see the value in our products we often find plans that can save our clients money and provide same or better benefits.