A Trusted Wealth Professional works hard for you. They have the highest licencing that allows them to offer:
- All the Investment Products,
- All the Investment Services, and
- All the Investment Styles including Buy & Rule
unlike Mutual-Fund-only Sales People, Bank Branches or certain Proprietary Product Sellers.
A Trusted Wealth Professional does not just categorically send your money DownTown and then collect commissions. A Trusted Wealth Professional can offer you:
- Estate Planning,
- personal tax savings ideas,
- insurance solutions; both business and personal,
- ETFs,
- access to superior performing managers and portfolio model,
- Rate-Reset-Preferred shares,
- GICs (best rates),
- business owner wealth strategies (tax, legal and otherwise),
- new share issues, as well as
- a complete Financial Plan.
They have the highest Licensing.
Please note, ‘Licensing Matters’, the higher the better.
Beaver Facts
- The beaver is an official symbol of the sovereignty of Canada, having received royal assent in 1975.
- The beaver is a cute and monogamous animal that smacks its tail on the water when it senses danger.
- Also, the beaver builds a real home, and knows how to store food for the lean times (ie. winter).