Why do we offer Online Consultations?
Online Audio Video Conferencing
It’s online and in person at the same time!
How do you “pick” a financial expert? Ask a friend, family member, business associate, accountant or lawyer? Need a second opinion? Who do you call?
Use a number from a TV advertisement, newspaper, yellow pages or do you go to the bank because it is safe, easy and convenient? In other words talk with a complete stranger!!!
Will that “expert” concentrate only on RRSP’s, insurance or investments; can they answer questions related to your “whole story”?
Cut to the chase and personally get answers to your questions!!
See who you are speaking with when you consult with a Financial Insider. Personally interact as they illustrate information that relates to your situation and answer your questions.
Should you wish to continue, we will identify your needs and if necessary introduce other professionals (such as tax experts, estate planners, etc.) to you with the same convenience. Please Note: Our financial experts may ask questions such as age, income level, retirement goals, business goals in order to answer your questions fully.
Online conferencing allows us to do our small part to protect the environment
Less travel, means less harmful emissions into the air. If one person driving a compact car, reduces travel by 25 to 40% each year, it will result in reducing emissions into the atmosphere by 1 -to 1.5 tons each year.
The bottom line is that conferencing is a convenient, economical and environmentally friendly way for you to comfortably ask questions and get to know us. Learn about Financial Insiders and experience first hand.
Learn how an online consultation can help you get a answers to your questions.
Register for an online consultation with a Financial Insider. Get a second opinion, ask questions or financial advice. As an alternative to someone coming to your home or traveling to meet with a stranger. Get to know us from the security of your home or office and comfortably ask your questions before anyone travels.