GET STARTED BY FILLING OUT INFO TO COMPLETE YOUR TAXES

https://forms.gle/dTeYwhmDm6UBC5N78

Are you interested in what money can and/or cannot do for you? 

Are you aware of your financial status? 

Do you know what your Net Worth is today?

Can you create your own balance sheet or cash flow statement?

Do you know the different financial vehicles in the market today?

Do you consider money good or bad or is it neutral?

Do you know your financial blueprint?

If your answer is NO or even Yes to any of these questions, this coaching program is for YOU.

Whether you are a seasoned veteran or a beginner to finances and money. You can always

learn something new or relearn what you already know!  After all, learning is really remembering.

You can walk with an ex employee of the Canadian Financial System whom has his own

personal experience to share about saving, planning, investing, expenses, multiple income

streams, and much more.  The information he shares is backed by other leaders in the financial

industry and his own personal experience.  

It doesn't cost you anything to work with a licensed insurance agent. We shop all the carriers for you so you can make an informed decision you can feel confident about. Medicare insurance can be complicated. Each year our agents participate in certification classes to stay up-to-date with Medicare’s current rates and coverage. Get all your questions answered.

VMBS/NHT Joint Financing Mortgage Programme - One Application for your convenience.

Up to 95% financing ** (conditions apply)

Up to 75% financing** (conditions apply)

Basic Tax Return for Singles, Couples or Families

Basic Tax Return for Singles, Couples or Families

$199-THIS SERVICE HAS BEEN DESIGNED FOR PAST CLIENTS WHO WANT TO RESTART THE PROGRAM. TO QUALIFY YOU MUST BE A PAST CLIENT. *PLEASE CALL THE OFFICE IF YOU NEED ANY CLARITY ON THIS SERVICE.

Phone call consultation

This webinar will take you through the full capabilities of our PLaSMA system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through the additional features such as the report suite and how to access an existing customer record.

Not only will you experience the full PLaSMA capabilities, we'll also provide you with additional knowledge on our processes and procedures that your customers will go through upon taking out a Premium Credit facility, including the signing of their Credit Agreement.

This webinar will take you through the full capabilities of our Interactive system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through the additional features such as the report suite and how to access an existing client record.

Not only will you experience the full Interactive capabilities, we'll also provide you with additional knowledge on our processes and procedures that your clients will go through upon taking out a Premium Credit facility, including the signing of their Credit Agreement.

This module is designed for our Golf Clubs using our recourse facility. During this module we will look at the basics of our online portal (PLaSMA), how to add a new golf membership, locate client information and perform daily service tasks such as viewing a customer's agreement and processing a renewal. We'll also demonstrate the customer's online journey.