Product Advice
The Product Advice package provides enhanced guidance for clients who are interested in specific financial products without comprehensive written advice.
What product advice can you get with this package?
Insurance
What Types of Products?
- Life
- Critical Illness
- Disability
- Long Term Care
- Health and Dental
- Group Benefits
- Health Spending Accounts / Wellness Accounts
Investments
What Types of Products?
- Segregated Funds
- Portfolio Management
- ETFs
- Annuities
Lending
What Types of Products?
- Mortgage
- Home Equity Line of Credit
- Reverse Mortgage
- Investment Loans
- Refinance and first-time home Buyers
Tax
What Types of Products?
- Disability Tax Credit
- Personal Taxes
- Self Employed
The Product Advice package is ideal for clients who want to learn more about financial products but are able to manage their own finances.