Wondering which types of insurance or financial products or services would best help you reach your goals and meet your needs? Talk to a representative. They'll work with you to help you set up a plan that works for you.
Make sure the representative you choose is certified by the appropriate provincial body.
When you set up your appointment, let the representative know how much time you'll have and find out what you should bring with you (insurance policies, tax returns, etc.).
Call 1-866-838-7553 or fill out the online form
To get the most out of your meeting, you should know:
If you're not sure what your investor profile is, your representative will help you determine it.
Your representative will help you establish your goals, assess your needs and figure out what kind of financial products you'll need to do become financially secure.
Together, you'll be able to create an action plan and choose the products that are right for you.
You'll also learn about the risks involved and your representative will touch base with you on a regular basis you to make any changes to your plan that might become necessary.