Investors have different needs when it comes down to financial advice. We provide the ability for you to scale the services you require to control your costs. Our staff has the extensive qualifications and experience to meet your needs. The scale of our operation allows us to keep the costs reasonable and you only need to pay for the services that you need. Please call us to describe your requirements and situation. We will provide you with a no obligation quote!
Our insurance solutions are priced at industry standard lows. We have the ability to get you the best possible quote from many of the top Canadian Insurance companies…all in one stop!
As a Wealth Co-Pilot member you will receive the following reporting:
- Online access to your account. You can customize the format of your viewing screen to suit your preferences.
- Monthly/Quarterly Statements. These can be in paper or online form.
- Quarterly Online access to various reports on your portfolio.
- Quarterly Market update. This report gives you a report on what has happened in various sectors of the investment world. It is a great way to bring you up to speed on facts.
- Daily news bulletin on the markets (optional).
- Weekly education email.