Investment Consultation
Start growing your income today! (RRSP, TFSA, RESP, NON-REGISTERED)
Service Description
Type of Investments Offered: 1- Guaranteed Investments 2- High Interest Savings and Chequing Accounts 3- Segregated Funds 4- RRSPs (Registered Retirement Savings Plan) 5- TFSAs (Tax-Free Savings Account) 6- RESPs (Registered Educational Savings Plan) 7- Income-phase/retirement accounts Services include: 1- Financial Needs Analysis 2- Determining current and future goals 3- Proper investment planning & investment choice that is suited to your goals and needs *Charges of consultation may vary from case to case*
Cancellation Policy
We understand that schedules can change, and we’re happy to accommodate when possible. However, to ensure fairness and availability for all clients, we’ve updated our cancellation and no-show policy: 🔹 Cancellations or reschedules must be made at least 24 hours in advance. 🔹 If canceled or rescheduled within 24 hours, a $25 fee will apply. 🔹 No-shows will also incur a $25 fee. We appreciate your understanding and cooperation.
Contact Details
+15147268825
jon@sfg.ca
ONLINE SERVICES 941 Rue Alain-Grandbois, Sainte-Julie, QC, Canada