At Synergy Life Financial, we want to establish long lasting relationships with our clients to help them achieve their financial goals.
Having a clear understanding and regular communication will provide peace of mind knowing that your plan is up to date and able to meet with any changes you may experience.
Below are the fundamental components we consider carefully when you we start working together.
Financial Planning and Strategies:
You will receive planning and strategies without direct fee’s or charges.
We want everyone to have access to the benefit of working with a professional financial advisor without being concerned about a large hourly fee.
We are compensated in two ways for the work that we do. During the planning phase there may be a need to purchase insurance and investment products, we simply ask that you make that purchase through our company.
As independent financial advisors we have access to Canada’s top Insurance and Investment companies and we are compensated according to approved schedules.
The second form of compensation we receive comes directly from you in the form of introductions to your friends and family. Managing and planning financial futures is a very personal and private process.
People you care about may require help with their finances and retirement planning but do not know where they can go for help and would appreciate a friend or family member introducing them to a trusted advisor.
Comfortable with Recommendations:
We have to be sure that you are comfortable with the plans and strategies. We want you to feel good about them before implementing anything.
Keep in mind that throughout the planning process we may advise a strategy that offers several alternatives. We want to provide you with options so that you may implement the one you are most comfortable with given your current circumstances.
Putting Your Best Interest First:
The best interest of our clients is our top priority. You must always feel that our solutions are in your best interest. We never want you to do anything unless it can bring you closer to your goals.
No Pressure or Coercion:
As your financial advisor, we are here to guide and support you in doing what you think is best for you. Expect no pressure or any form of coercion when you make your decisions.
Enjoy a lifetime of financial security with our Financial Synergy for Life program.