Our Advisors will shop around on the client’s behalf for competitive insurance and mortgage rates from Canadian Companies when their terms/contracts are up for renewal. Investing is also a daunting task when it comes to creating a portfolio which best fits the client.
We have relationships with Banks and Financial Institutions where we have access to over 1500 Mutual Funds and investment solutions for your portfolios. Your Financial Advisor will narrow down this search for you and give recommendations.
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