The Role of the Independent Financial Advisor


THE ROLE OF THE INDEPENDENT FINANCIAL ADVISOR

Delivering Competitive Rates & Diverse Options

As an independent financial services agency, Calla Financial Services Ltd. acts solely in your best interest. We aren't beholden to sell the products from one institution, or from a select handful of companies. Instead, our clients are given the freedom to choose from a wide selection of Canadian companies that provide quality insurance, investment and employee benefit products available. By generating multiple quotes from competing insurers, Calla Financial Services Ltd. can deliver to you competitive rates and diverse options.

independent advisor, licensed financial advisor

WE ARE MAKING BUSINESS PERSONAL !

FOR BUSINESSES:

Finding the right financial solution for your business doesn’t need to be overly complex or confusing. With Calla Financial Services Ltd. by your side, the correct answers will be clear. Rely on our successful independent financial advisor team to answer any questions you might have about the world of employee benefits, group retirement, and wealth management. It’s our business to help your business and your employees feel positive, safe and secure about the future.

 

FOR INDIVIDUALS:

It’s your health and financial future, not ours. For this reason, we recognize the importance of developing a relationship that’s built on trust and dedication. We want to get to know you and your needs so that our recommendations and advice are always based upon your best interests.

OUR PROMISE TO YOU

•  We represent our clients and no one else.
•  No obligations, complimentary plan review to ensure that your plan is as competitive and comprehensive as possible.
•  Experienced team members skilled at negotiating the most competitive pricing available.
•  Relationships in excellent standing with all of Canada’s most reputable insurance and retirement companies.
•  Monitoring and analysis of plan utilization and activity to help contain costs.
•  Personalized individual investment advice and retirement planning services available at no additional cost.
•  An unparalleled employer and employee education program for group benefits and retirement clients.
•  Tailored care and attention from every single member of our financial advisor team for your individual and group needs.