Signature Financial Security

Description

If and when you implement any financial vehicle or service through me, you’ll complete specific application forms for each. These application forms will request personal information from you that the company offering the financial vehicle or service requires in order to underwrite or issue the vehicle and provide ongoing services to you and for other purposes as set out on the form. You’ll be signing such forms to consent to the use of your information by the company for the purposes indicated on the form. From time to time, you may be required to complete additional forms to confirm your requests for changes in your products or services, or to initiate a claim or benefit. I may keep copies of these forms in your file and the company handling your request may also retain this information.

Mike looks at the whole picture when it comes to wealth management planning. He gathers more data than most about your financial scenario, and uses leading edge technology to develop your unique financial program. This program will allow you to run multiple scenarios and better prepare yourself for the future. In addition to current assets Mike includes all factors such as other savings, pensions, government benefits, inflation, and changes in life such as downsizing your home or acquiring recreational property. In other words Mike develops an ENTIRE Plan, not just one for investments.

I will be paid compensation by the financial institution that manufactures the financial vehicle you choose. I am compensated by a commission for most insurance vehicles at the time they are provided to you, and I may also receive renewal or service compensation for both insurance and investment vehicles. For certain financial vehicles I may receive a referral fee.

Products & services

Similar companies nearby