OUR SERVICES
We have many advisors located throughout Ontario, each providing independent financial advice and services. Whatever your needs, we have an advisor that can help guide you. Below are just a few of the services we offer.
Mutual and Segregated Fund Investments
Our advisors offer a broad range of investment products. Our core tools are mutual and segregated funds but advisors also have access to ETFs, Exempt Market Products as well as GICs and High Interest Savings accounts.
Financial Planning
Several of our advisors hold their Certified Financial Planner designations. They can help you develop a comprehensive financial plan to ensure all your dreams and goals are met.
Estate Preparation
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It isn't a topic that many of want to discuss but. it is a reality. Planning properly will protect your beneficiaries from paying more tax than they have to as well as making it easier for them during a very difficult time.
Life and Critical Illness Insurance
An integral and often overlooked, life and critical illness insurance play an important role in planning. We have advisors that will be able to guide you in selecting the best product to suit your personal or business situation.
Tax Preparation
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April brings with it warmer temperatures, longer days...and taxes. It may seem like a daunting task but, there are advisors that work through the branch that can help you get it done.
RESP and RDSP
These two government programs if managed properly can provide you with grants and tax sheltered growth. Ask us for more details.
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Disclaimer:
The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Michael Switzer, Kelley Reid, and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance may not be repeated.
Insurance products, and other related financial services are provided by Michael Switzer and Kelley Reid as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.
