Income Protection
What is the greatest asset of your family? It's not your house or your car, it's your income. Without a source...
Read moreSouth Coast Financial Services
Our Mission
Our Mission is to help people buy homes, educate their kids, pay off their
mortgages, plan and build for retirement and ultimately, move the wealth
they’ve helped build from one generation to the next. While we
build our businesses, we have the responsibility to help others build lives.
We care about your financial self defence ... shouldn't you?
Debt Reconstruction
Today in Canada we have a major debt issue, on average we are spending around $1.65 for every dollar ...
Read more
Investing for the Future
One of the first steps to investing wisely is to clearly define your investment goals. This step provides the foundation ...
Read more
Wills & Powers of Attorney
Make sure you have up to date Wills and Powers of Attorney, you want to ensure that your wishes are followed ...
Read more
Travel Insurance
Are you going on a trip out of the country? Make sure you have travel insurance to cover any unexpected medical...
Read more
Group Benefits
Do you have a Group Benefit plan at your company? Do your rates seem to go up each year? Are you paying for ...
Read moreWhat we do for our clients
Initial Meeting
-
We meet at your home where you are more comfortable
-
We get to know you and you get to know us
-
We collect information about you to perform a complimentary, confidential Financial Goals Analysis
-
We book a follow up appointment to provide with a road map to meet your goals and dreams
Your Financial Road Map
We present to you a detailed presentation outlining the following:
-
Your net worth
-
Income protection / insurance requirements (life, disability & critical illness)
-
Your financial independence number & retirement saving needs
-
Saving for your children's education
-
Debt reconstruction
- Wills & Powers of Attorney
Follow Up
We follow up with you regularly
-
When you receive your investment statements
-
When ever you have questions
-
When you find you need to make changes to your "Financial Road Map"
