Financial Advisor

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Schedule Free Financial Consultations Today!
Schedule Free Financial Consultations Today!

What is gonna happen in every financial meeting?

1. At every meeting, financial education is provided to you at absolutely no-expense/no-obligation.

2. You will gain various valuable knowledge about your best available options.

3. As a result, you will be able to make your financial decisions more wisely.

4. You will receive our consistent full-power support and advices during all stages.

5. If you decide to purchase a product/service, there are government-regulated fees. But we will make sure to provide the best-affordable option.

What are the costs for clients?

First, financial meetings are at no-expense and no-obligation.

Second, insurance products involve no fee at all. Only investment products (such mutual funds) involve some fees by the companies. Financial advisors never charge any client for their services.There is absolutely no fee or transaction between clients and financial advisors.

Third, if based on your acquired knowledge, you decide to purchase a product/service, there are some government-regulated fees, only for investment products. Our advisors will always do their best to provide the most-affordable options.

How can I book a meeting?

All meetings can be easily booked through our website.

If you live in Toronto or Vancouver, you can book for in-person meetings.

In all other provinces of Canada, we will soon arrange meetings.

How do I trust the products/services?

All the products/services are legalized by the government and they protect you against fruad. It does not mean that you won't lose money, because every investment has a risk of loss, but it means that no body is permitted to deceive you or steal your money.

Will I have guaranteed return on my investment?

Only governmental bonds and GICs can provide a kind of guaranteed returns.

From the economic perspective, there is a direct correlation between risk and return, which means the more risk you take, the higher the possibility of the return will be. Thus, according to your specific financial situation and goals, our financial advisors will provide you the best options in order to ensure the highest possible earning for you.

Retirement Planning
Frequently Asked Questions
Retirement Planning
Any Other Question

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