Satisfied with our service? Introduce us to your friends.

Get a $50 gift card per introduction.

Do you know anyone, a family member, a friend, a colleague:

  • with family responsibilities;
  • with a mortgage;
  • in business?

Chances are they need investment and insurance advice. Help us get in touch with them.

For details on our “Introduce a friend”  program please scroll down to the bottom of the page.

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“Introduce a friend” program detailed information.

  1. For each introduction you will receive $50 gift card.
  2. If we cannot supply the gift card of your choice, we will substitute it with a prepaid Visa or MasterCard.
  3. A qualified introduction is a face-to-face meeting at our office for the following services: personal and business life insurance, disability insurance, critical illness insurance and investments (corporate accounts, annuities, RRSP, RIF, LRSP,  TFSA, RDSP and non-registered accounts).
  4. We also provide services related to travel insurance for visitors to Canada and for traveling Canadians, services related to RESP opening and administration, high interest bank accounts opening, RRSP loans. We find these services to be complementary to our main functions and for this reason we have excluded them from the list of services eligible for this program.
  5. From our experience just sharing our contact information with your family and friends would not result in an actual meeting.
  6. To introduce your friends and family to us, please either fill out the form above, or call your advisor or directly 1-855-377-5577 with the contact information of the people you want us to call. We will get in touch with them to set the introductory meeting.
  7. Once a meeting at our office has been concluded, we will send you either a gift card of your choice or a prepaid Visa or MasterCard.

For more information please contact us at 1-855-377-5577 or talk to your advisor.