We differentiate ourselves with a unique process and operating principles.
Our key elements:
Engagement Letter
We outline at the onset our process and reasoning behind the solution we have recommended.
Privacy Policy
We have developed and maintain a strict “Privacy Policy” for all information we gather.
Disclosure
We provide disclosure of whom we deal with, how we are paid, and what services are provided.
Canada’s Anti-Spam Law (CASL)
We provide disclosure of whom we deal with, how we are paid, and what services are provided.
Errors and Ommissions
We subscribe to the industry’s highest standard for coverage.
Products and Solutions
We access the entire marketplace and every product available.
Teamwork
We work with your Team of Advisors – we do not bring our own unless requested.
Advisory Team
We engage our in house advisors and industry experts if needed.
Expert Advisors and Associates
The planning professionals, and staff on our team have many valuable years of experience and are extremely knowledgeable.
Cyber security
We protect clients information and data using the latest and highest possible security available.
Ongoing Service
We are always available for our clients as advisors beyond the scope of life insurance.