About SFG
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SFG is a Financial Services Firm operating
since 1988
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As Managing General Agents, we act as:
o Distribution
Partners to Financial Institutions
&
o A Resource
Centre for Financial Advisors
Our Mission
Help you keep
more of what you earn…
- Saving Income Tax
- Reducing your Insurance Costs
- Creating and Conserving Wealth
Our Business Philosophy
A Holistic
Approach…
We know that
people benefit greatly when all aspects of their finances are integrated
within a comprehensive financial plan. In this way every area is evaluated
to avoid duplication, overlap, or contradictory strategies.
To accomplish this,
your SFG Advisor takes all the necessary steps to assure optimum results
for your financial objectives by offering…
- Tax Services - Planning, Tax Recovery, Tax
Preparation and related services provided by our in-house experts,
- Financial Planning, to establish your financial
needs and objectives
- Implementation of Financial plans by matching
the right company and product for your situation
- Periodic reviews to make sure that the plan that was implemented is
still in tune with your current financial needs and objectives.
At SFG we listen. We let the numbers do
the talking…
We research ways to become effective
listeners and problem solvers.
We do not have to push product, since
we have no inventory to clear.
We do not have to beat a single
company’s drum. We have
learned that One company cannot have the best for every situation. Therefore we deal with multiple
suppliers so that we get you the best.
We equip our advisors with effective
tools and empower them with up to date knowledge so that you may adopt the
SFG advisor as your …
“One Stop Solution” for your financial health. Similar to
your Family Doctor, who is vital in taking care of your physical health,
your SFG advisor will be there for your Financial Health with the backing
of specialists, whenever needed.
Financial Products & Strategies that we
help you locate, explore, demystify & Implement…
Products
High
Interest Saving
High Interest
Checking Accounts
Mortgages
Loans
- Protection - Insurance Products
Auto &
Home
Life, Disability, Critical Illness
Global Healthcare
Travel Insurance
Employee Benefit Group Plans
Buy/Sell Funding
Key Man Insurance
Uninsurable Cases
Guaranteed
Investment Certificates
Mutual
Funds
Guaranteed
Segregated Funds
Registered
Education Savings Plans
RRSPs,
RRIFs
Life Income
Funds
Strategies
- Creditor
Protected
Investments
- Investing in “income property”
with NO MONEY DOWN
- First Time Home Buyer Plans (HBP)
- Tax-Free Family Wealth Transfer Plans
- Special “Objective Centred” Savings Plans
Why choose SFG
We
work for you, not the financial institution! Our allegiance is to you over
and above any financial institution.
We
believe in order to deserve your business we have to add value by giving
more for your money, both at the product level and with service excellence.
Since we
are a completely independent firm and not bound to any one product or company,
SFG Advisors are better positioned to provide you with the information and
guidance you need to help you the consumer, make better informed decisions
that will respond to your current financial situation as well as your
future goals.
Bottom line, we are there to:
Help you keep more of what you earn…
After all it’s not what you earn, it’s what you keep
that counts!
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