Personal Attention

Some of the common responses I get when I ask people about why they have their RRSP invested though one of the larger banks…although good points there are some things to consider as well.

Security – does your bank offer a stock market guarantee that guarantees the maximum value of your RRSP up to 10 yrs prior to your maturity date? Our providers can get you that! Companies that deal primarily with investments know that to compete with the perceived convenience of the larger banks they need to offer a wider variety of versatile and more secure investment opportunities. Primarily working within the insurance act also affords more security than working within the bank act.

Convenient – If going into your branch to deal with your banking representative means convenient I can understand that, it is convenient…if you are going to the bank. What if you want to go over your portfolio and you are busy, the convenience of an independent advisor is nice. Someone such as myself can come to your office, home, lunch, anywhere, anytime to meet and go over your information with you.

I will also not leave my job at the bank forcing you to become reacquainted with another representative.

I have my mortgage with them or “They are a bank, who better to handle my money?” – As an independent advisor I have the ability to find the best company for you to invest with, based on what your goals are. I provide options; I don’t try and sell you one line of products with no competitive options offered whatsoever. I will work with you through the investment process to find the ideal situation with your specific goals in mind. My ultimate goal is to make you happy and have you as a long-term client. Wouldn’t it be nice to know the person you are dealing with today will still be here working with you 20 yrs from now.

Try to think of this in simpler terms, do you buy your groceries at Walmart? Why not? Do you buy all your furniture at the Superstore? Yes these companies offer these services, yes they are convenient, but are they this company’s primary business? No, to get the hands on service and the comfort you need when making major decision regarding your future why go to someone who does not provide you a market of options, may not be there in 6 months, gets paid regardless of the results they provide.

I am not saying all banks are bad, what I am trying to illustrate is that if given the option to deal with one person who has only one goal in mind and that is securing your investment and your long-term happiness with your investments, why not choose that option.

Be a tire kicker! Give me a call and I will let you know what I can do for you, nothing more. Your decision…give yourself some options.