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South 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?

 

We are able to meet with clients new & old

through on-line meetings or via the phone.

We can do applications with electronic signatures.

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...
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Debt Reconstruction

Today in Canada we have a major debt issue, on average we are spending around $1.65 for every dollar ...
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Investing for the Future

One of the first steps to investing wisely is to clearly define your investment goals. This step provides the foundation ...
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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 ...
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Travel Insurance

Are you going on a trip out of the country? Make sure you have travel insurance to cover any unexpected medical expenses. You should ensure ...
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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 ...
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What we do for our clients!

Initial Meeting

  • We normally meet at your home where you are more comfortable but due to Covid-19 we can meet with you virtually over a web meeting or via the phone.

  • 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"