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Legacy Wealth Management Inc.
Distance: 3.6 Mi932 Cranbrook Rd Suite/Unit
N6K 4X8 London -
Investment Planning Counsel of Canada Limited
Distance: 5.2 Mi575 Wharncliffe Rd S Ste 4
N6J 2N6 London -
Sutherland Elliot Insurance Brokers
Distance: 5.3 Mi17 York St
N6A 1A3 London -
Desjardins Financial Security Independent Network
Distance: 5.6 Mi204-700 Richmond St
N6A 5C7 London -
Clarke Financial Management
Distance: 5.7 Mi195 Dufferin Ave
N3T 4R4 Brantford
Website Links
Description
Sterling Mutuals Incorporated is a mutual fund dealer established in 1996. We have grown into a network of financial advisors across Ontario, Manitoba, Alberta, Nova Scotia, Saskatchewan, New Brunswick and British Columbia, who have shown a proficiency for developing solid client relationships. Through the use of advanced technology Sterling simplifies the trading process without compromising adherence to strict regulatory compliance. Sterling is a Level 4 dealer under the Mutual Fund Dealer Association (MFDA) and a member of the Investment Funds Institute of Canada (IFIC). As part of the Sterling network the advisor has access to a wide array of financial products including mutual funds, GICs, segregated funds and insurance products. This allows them to select the financial vehicle, which is best suited to the client's needs. Our advisors are never required to recommend proprietary funds. Sterling can also provide investment and leverage loans through its arrangements with various lending institutions. Our Mutual Fund Exchange ™ gives you online access to your accounts, mutual fund research and account monitoring using our automated SAAM system ( Sterling Asset Allocation Monitor). Through our technology the advisor has the ability to monitor all client accounts on a daily basis, thus assuring that client portfolios are progressing as planned. As a client you are able to deposit to Sterling's trust account via your bank's web banking system. It's as easy as paying your phone bill! Your advisor can then recommend the appropriate investments. Your financial advisor can offer you a wide assortment of financial products... - - - - - - - -