Source: CBC News
With over 20 years experience in the business, we know most of the best financial professionals and can negotiate on your behalf to get you the best service and value.
We look at your entire situation and ensure that you are using the best provider for your needs. As we are completely independent we do not favor any particular provider if it does not best meet our client's needs.
In most cases, we are able to save clients up to 50% on their fees and get them in their preferred risk category, plus ensuring tax efficient income.
If you can save 1% or more of your fees, think of that as added investment return. We work with the best Investment Advisors to ensure that you and your Investment Advisor are the best match.
Our principal, Kris Taylor, has worked in the financial service industry for over 20 years.
He gives presentations to municipal, federal, provincial, and other retirees groups on a variety of general financial topics.
If you are part of a group that would like to see Kris speak, contact us.
We have arrangements with the best professionals in the business.
We have contacts in the following industries:
- General insurance
- Health insurance
- Group benefits
- Life Insurance
- Mutual funds
- New Issues
- Flow-through investments
- Tax advantaged investments
- Segregated funds
- Mortgage & Credit
- Private banking
- Estate planning
Have you ever wanted to just be able to pick up the phone and just have someone tell you how to get what you want out of the financial services indsutry - without worrying and researching to ensure you are getting the best deal?
Call us and we will look after everything for you.
The advisors we refer you to pay us - we will never ask you for a fee or your money. We will only connect you with the best professionals who will keep us apprised of your situation and negotiate with them on your behalf.
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A perfect client experience every time is our goal