Advisor Team
Customer Fees
ABC Financial Advisor
A) ABC Financial Advisor receives its income from financial institutions, not from clients.
B) All our financial meetings are performed at absolutely no expense and no obligation.
C) At every meeting, you will receive financial education, which is enormously helpful for you to make your financial life's decisions.
D) After the meetings, if you are enthusiastically interested to make your financial decisions under our full-power support, we will be there for you for next steps.
B) All our financial meetings are performed at absolutely no expense and no obligation.
C) At every meeting, you will receive financial education, which is enormously helpful for you to make your financial life's decisions.
D) After the meetings, if you are enthusiastically interested to make your financial decisions under our full-power support, we will be there for you for next steps.
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Government
A) The financial-services industry is highly regulated by the Canadian government. All financial advisors are registered with the pertinent authorities, and are under persistent supervision.
B) According to the government's regulations, the commission level of all financial advisors from all financial institutions are the same. It means that financial advisors provide advices to clients, based on the clients' best-fit products of financial institutions, no matter from which institution, because their commission level are completely the same.
B) According to the government's regulations, the commission level of all financial advisors from all financial institutions are the same. It means that financial advisors provide advices to clients, based on the clients' best-fit products of financial institutions, no matter from which institution, because their commission level are completely the same.
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Insurance Products
A) Financial advisors can provide you with a wide range of insurance products, including life insurances, etc, according to your life's financial needs and plans.
B) As mentioned, ABC Financial Advisor never receives any fee from customers.
C) For insurance products, financial institutions also receive absolutely no fee at all.
B) As mentioned, ABC Financial Advisor never receives any fee from customers.
C) For insurance products, financial institutions also receive absolutely no fee at all.
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Investment Products
A) Only for some of investment products, there are deferred sales charges (DSC), meaning that at the time of investment termination or money withdrawal, you will need to pay some fees to the financial institution, not ABC Financial Advisor.
B) Financial advisors will always explain and make sure that you will acquire the best-affordable options.
C) For instance, according to deferred sales charge mechanism, if you withdraw your investment after six years, your payable fee will be zero. In fact, financial institutions aim to encourage customers to keep investing and benefiting from long-term profits of their investments.
B) Financial advisors will always explain and make sure that you will acquire the best-affordable options.
C) For instance, according to deferred sales charge mechanism, if you withdraw your investment after six years, your payable fee will be zero. In fact, financial institutions aim to encourage customers to keep investing and benefiting from long-term profits of their investments.
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Please kindly find the complete explanations on our financial meetings: