Downtown phone: 416-366-2971 | North York phone: 416-250-5520

Planning process

Our financial security advisors use a financial security planning process which centers on helping their clients achieve freedom and choice at all stages of life.

Our financial security advisors can help ensure you make the right decisions about insurance and investment products in order to address immediate and specific needs. Our financial security advisors can also help you build a long-term financial security plan.

Our planning process allows you to:

Gain a better understanding of how you envision your future

Understand your current situation, goals and dreams

Identify any roadblocks to achieving your goals

Work with your financial security advisor in helping you achieve your financial security goals at all stages of life

Questions? Ready to move ahead? Find an advisor