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SFG is a Financial Services Firm operating since 1988. As Managing General Agents, we act as distribution Partners to Financial Institutions & a Resource Centre for Financial Advisors.
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  •   4226 Blvd St-Jean, Suite 301,
         Dollard-des-Ormeaux, Q.C. H9G 1X5
  •   (514) 620-4226
  •   (514) 620-7002
  •   admin@sfg.ca
  •   http://www.sfg.ca
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Practice Management

 Home / Pages / Compliance

  • Continuing Education (CE) requirements
  • Handling client concerns and complaints - French
  • Policy delivery receipts
  • Policy replacements
  • Life and investment application checklist
  • New advisor / trainee supervision
  • Compliance calendar items and annual checklist

    •   4226 Blvd St-Jean, Suite 301
           Dollard-des-Ormeaux, Q.C. H9G 1X5
    •   (514) 620-4226
    •   (514) 620-7002
    • admin@sfg.ca

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    About SFG

    SFG is a Financial Services Firm operating since 1988. As Managing General Agents, we act as distribution Partners to Financial Institutions & a Resource Centre for Financial Advisors.


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