Investing in Burlington
How to maximize your returns when Investing in Burlington
It is easy to see that when you are trying to plan for your short term and long term goals, working with an Investment advisor will bring you so much closer to your goals then trying to go it alone. And if you are in Burlington, and would like the advice of a reputable Advisor and Company, then welcome to Infinity Insurance and Investments
Our business has been built to give our friends and families of Burlington with top notch platinum level service, no matter what the value of your accounts may be. We have been working for years to identify the problems within the traditional investing community and the “Advice” that so many lack. The most common problem we see is that if you do not meet a certain threshold on your account balance, then you receive little or no service whatsoever. This is a big problem, because it is your early years of savings, that can have the greatest impact on your future goals, but no one seems to get any level of service until their account value reaches a certain value.
Many times our new clients have been bounced around so many time between, new Advisors where they bank, they have simply given up hope of ever getting good or proper advice for their accounts, and just simply continue to contribute to their plan, out of hope.
Every Investment plan that is in place needs two things to succeed.
You must contribute to your plan on a regular basis, it is really your money today, which will supplement your future financial requirements. Of course there will be investment gains over time, but without your contributions today there will be no gains into the future. So simple, first and foremost, contribute. But this alone will not guarantee your success.
Actively manage your account, or have a professional do it with you. We do not charge any fees to our clients, so why would you not want the professional advice and guidance? That’s right, we do not charge any additional fees for our service and guidance, and will be your champion for years to come. For us, we get paid by the companies we entrust your business to, and that way over the years, your success only leads to our success. In your relationship with our office, unlike a Bank, you are our Bosses and may fire us at any time if we do not exceed your expectations.
So it is very simple to understand that if you need Investment advice here in Burlington, then we are here to help. Whether it is guidance on your RRSP, your TFSA or your RESP for the children, we integrate all of your plans into one neat and simple program, which takes you and your circumstances into account. We have spent years perfecting our client model, and use all the tools available to help you succeed financially, both in the near term, as well as long term goals.
Give us a call today, and see how we may compliment your plans if you are Investing in Burlington.
What Level of Service do You receive with your RRSP Account?
How many Canadians are relying on their RRSP to supplement their retirement goals.
How many Canadians contributed to their RRSP in 2012?
How many Canadians received Annual Reviews of their RRSP account with a Balance of $100,000 or less...
How many Canadians received Annual Reviews of their RRSP account with a Balance of $100,000 or more...
How many Canadians reached their retirement goals from 1990-2012 with the Help of an Advisor.
” Thank you Steffen deGraaf for helping our family get our Savings program back on Track! We got so frustrated over the years, saving, saving and saving, with little or no guidance.”
Michelle and Trevor P, Burlington, ON