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Financial Planning Special Offer

October 01, 2020

Are you planning on retiring soon? Perhaps you are looking for a second opinion on your investment portfolio? If so, we have savvy financial planning experts ready to assist you. Now more than ever it is vitally important to have a sound investment plan for the long-term. Our Financial Planning partners at G&F Financial Group can help you navigate through these uncertain financial times. They offer full financial planning services where they help you set financial goals, manage your investments, reduce your income tax and ensure your estate is well taken care of. As an added bonus, G&F Financial Group is currently offering an incentive if you open a new investment account or transfer new funds into an existing account by November 15th, 2020.
New Account Opening Incentive:

TRANSFER-IN AMOUNT BONUS (CAD) $ 25,000 – 49,999 $200 $50,000 – 99,999 $400 $100,000 – 199,999 $750 $200,000+ $1,500  

  1. Funds must come from an external investment dealer (not G&F, VPCU or Credential funds)
  2. Transfer must be signed by November 15th and funds must be received by December 15th
  3. Bonus will be paid during the week of December 15th 2021

For more information, please email [email protected] or visit the link below.

“Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc.
Credential Securities is a registered trademark owned by Aviso Wealth Inc.”

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