Expertise & Excellence
INVESTMENTS & LIFETIME INCOME
ASSET & WEALTH MAXIMIZATION
TIRED OF STOCK MARKET UPS & DOWNS?
WE MAXIMIZE & PROTECT YOUR INCOME & MONEY
GUARANTEED
Introducing a firm who’s mission is to
guarantee your investments,
maximize your assets
and
provide lifetime income
on a guaranteed basis.
GUARANTEED
LIFETIME INCOME
Our firm specializes in eliminating investment risk as well as
providing you with
guaranteed lifetime income.
YOUR TOTAL FINANCIAL PICTURE
We look at your total financial picture, advise you,
then maximize your money.
Meet with us and you will discover the numerous ways in which
we can convert and maximize your money and non-productive assets
into highly productive, protected wealth
for today, tomorrow and beyond – all guaranteed and secure.
UNIQUE WORLD LEADERS
EXCLUSIVE STRATEGIES
Although we are a small, tightly-knit group, we are world leaders in
Guaranteed lifetime income, asset and wealth maximization.
We are different from any other financial group you have ever met.
Our strategies are proprietary and strictly reserved for our clients.
They are exclusively ours and are not available to others.
We have been in business for over 30 years.
FINANCIAL EDUCATORS & COACHES
You may know some of our satisfied clients who have trusted and appreciated us for many years and have asked us to be their personal
and family financial coach.
BLUE CHIP CLIENTS
MICHAEL BOYCHUK
Senior Vice-President & Treasurer
BCE/Bell Canada
STEVEN TABAC, CA
Partner, DNTW, LLP
Head of a large accounting firm.
TERRY G. DIDUS, B.C.L., LL.B
Business & Financial Lawyer
Heenan Blaikie
MORE THAN 90% CLIENT RETENTION
Our firm’s client retention rate is over 90% - unheard of in this industry.
We do not discriminate as to size of a client’s net worth because
to us, personal, family and financial health issues
are more important than portfolio size.
We become your trusted friend and advisor.
NO FEES
We do not charge for our valuable
education, personalized services, coaching and advice
as we are compensated by
financial institutions with whom we work.
1-HOUR FREE CONSULTATION
I recommend that you meet with us for an hour
at your office or home or at our office.