sarkbil2   Your One Stop Solution…

 

         

 

About SFG

·         SFG is a Financial Services Firm operating since 1988

 

·         As Managing General Agents, we act as:

 

o   Distribution Partners to Financial Institutions

                            &

o   A Resource Centre for Financial Advisors

 

Our Mission

Help you keep more of what you earn…

 

  • Saving Income Tax
  • Reducing your Insurance Costs
  • Creating and Conserving Wealth
 

Our Business Philosophy

A Holistic Approach…

 

     We know that people benefit greatly when all aspects of their finances are integrated within a comprehensive financial plan. In this way every area is evaluated to avoid duplication, overlap, or contradictory strategies.

 

    To accomplish this, your SFG Advisor takes all the necessary steps to assure optimum results for your financial objectives by offering…

 

  • Tax Services - Planning, Tax Recovery, Tax Preparation and related services provided by  our in-house experts,

 

  • Financial Needs Analysis, to establish your financial needs and objectives

 

  • Implementation of Financial plans by matching the right company and product for your situation

 

  • Periodic reviews to make sure that the plan that was implemented is still in tune with your current financial needs and objectives.

 

        At SFG we  listen.  We let the numbers do the talking…

     

We research ways to become effective listeners and problem solvers.

 

We do not have to push product, since we have no inventory to clear.

 

We do not have to beat a single company’s drum.  We have learned that One company cannot have the best for every situation.  Therefore we deal with multiple suppliers so that we get you the best.

 

We equip our advisors with effective tools and empower them with up to date knowledge so that you may adopt the SFG advisor as your …

“One Stop Solution” for your financial health. Similar to your Family Doctor, who is vital in taking care of your physical health, your SFG advisor will be there for your Financial Health with the backing of specialists, whenever needed.

 

Financial Products & Strategies that we help you locate, explore, demystify & Implement…

 

      Products

 

  • Banking  

      High Interest Saving

      High Interest Checking Accounts

 

  • Financing

      Mortgages

      Loans

 

  • Protection - Insurance Products

      Auto & Home

            Life, Disability, Critical Illness

            Global Healthcare

            Travel Insurance

            Employee Benefit Group Plans

            Buy/Sell Funding

            Key Man Insurance

            Uninsurable Cases

 

  • Investments

           Guaranteed Investment Certificates1

           Mutual Funds2

           Guaranteed Segregated Funds3

           Registered Education Savings Plans

           RRSPs, RRIFs

           Life Income Funds

 

1 Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.

2 Mutual funds products are offered through Investia Financial Services Inc

3 Segregated funds products are offered through Investia Financial Services Inc. and/or multiple carrier

 

* Insurance products are provided through multiple insurance carriers

 

Strategies

 

  • Creditor Protected Investments

 

  • Tax Free Pension Plans

 

  • Investing in “income property” with NO MONEY DOWN

 

  • First Time Home Buyer Plans (HBP)

 

  • Tax-Free Family Wealth Transfer Plans

 

  • Estate Creation

 

  • Estate Conservation

 

  • Special “Objective Centred” Savings Plans

 

 Why choose SFG

           We work for you, not the financial institution! Our allegiance is to you over and above any financial institution.

 

           We believe in order to deserve your business we have to add value by giving more for your money, both at the product level and with service excellence.

            Since we are a completely independent firm and not bound to any one product or company, SFG Advisors are better positioned to provide you with the information and guidance you need to help you the consumer, make better informed decisions that will respond to your current financial situation as well as your future goals.

        Bottom line, we are there to:

Help you keep more of what you earn…

After all it’s not what you earn, it’s what you keep that counts!

 

Do Your Tax Return  "On Line" or Verify your previous 3 Year's Returns

You will have a Private and secure access.

Send your tax return data online to SFG with – “Tax Data Collector"