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What Services does Wynners Financial offers?
Wynners Financial focuses on two categories:
Insurance: Critical Illness ,Disability Insurance, Long Term Care, Group Benefits, Estate Planning, Buy-Sell Agreement, Insured Retirement Program
Wealth Management: Mutual Funds, Annuities Guaranteed Funds, RRSP, RRIF, TFSA, RESP, LIRA.
What can I expect from you regarding the privacy and confidentiality?
Wynners Financial has instituted a privacy policy that directs our actions on a daily basis, which will be presented during our in-depth consultation. In addition, all of our certified financial advisors have signed a confidentiality agreement. Our suggested custodians and technology partners are equally committed to maintaining this confidentiality. Wynners Financial will not disclose any data to a third party unless the client has given us explicit consent.
Does the consultation has to be in person?
Not necessarily, we are open to do both online and offline meeting, whichever is more convenient for you. You may contact us via 604-233-0123 and to book an appointment.
