You have realized now that you may be interested in learning more about Guaranteed Investment Funds, or maybe you are willing to take the next step and to open an account. In today’s market it’s easy to open an account online, we simply try not to operate in that way.
We deal with individuals who want to have their funds professionally managed – whose goals are to preserve and protect their assets, while at the same time ensuring that their funds earn an acceptable rate of return. We want to know your personal situation, your goals, your objectives and any special circumstances that would affect how your assets are invested and managed.
We ask that you contact us so we can set up a meeting. This meeting can be over the phone, in our office, in your office or in the comfort of your own home. We will have a few pre-screening questions prior to deciding how to take the next step. Regardless of how much you have to invest, all individuals go through the same process and our detailed questionnaire has to be completed.
