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Old 06-09-2015, 05:45 PM   #1
Franchise Player
Join Date: Dec 2006
Location: Calgary, Alberta
Default Some differences between me and the bank

Here is my latest blog post about some of the differences between working with me and working with the bank:

Being a financial advisor is more than just picking a few investments and leaving it at that. I can help you plan for both short and long-term goals. I help clients figure out how to hold their investments as well as what investments they hold; I can show you what makes the most sense from a tax perspective as well as from a pure investment perspective. In addition, I can go through your insurance coverages as well on an independent basis. While my signs and business cards say "Manulife" I am free to provide you with the products and services from a number of companies that might make more sense, be more cost effective, or both.
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