Not at all! We believe business is earned, not expected. We focus on providing value right from the start.
We are well-qualified and well-trained to offer advice to clients. We meet all the regulatory requirements and have obtained all the licenses needed to operate in the industry. We have access to education, certifications and specializations that can enhance our skills and knowledge. We also have high standards of compliance and client suitability, which means that we always act in the best interest of our clients and follow the ethical and professional guidelines of the industry.
We do not charge any fees to clients for our services. We receive our commissions from the companies whose products we sell to clients.
We offer a wide range of products and solutions through our partnerships with over 70 product providers across North America. We can help clients with various types of insurance products, investment products,and can even assist clients with banking, debt solutions and mortgage financing.