Financial advice is everywhere. It’s available from family and friends. It can be found online, or in books and magazines. Many people turn to their lawyers and accountants – especially when making decisions about business or estate plans.
It’s been said that a goal without a plan is just a dream. That’s particularly true when it comes to financial goals, where the ability to turn your dreams into reality begins with a financial security plan.
Insurance products, including segregated fund policies are offered through Engaged Financial, and Investment Representatives Mitch Childs and Rob Elder offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.