OUR SERVICES

Helping you Navigate Through All Life’s Milestones

About

Overview of Services Provided:

Investments Insurance Retirement Planning

Business Succession Charitable Giving Group Benefits

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Is Your Money Working As Hard As You Do?

Our full-service firm enables our team to provide tailored financial strategies for

individuals, professionals, and business owners alike.

Our process & expertise ensures your financial goals

are met throughout each stage of life and in the most tax

and cost-effective way.

About

Independent Advantage

As an independent firm, we provide our clients with unbiased advice tailored to their unique situations.

Unlike banks, or other direct providers, we aren’t limited to one company and provide our clients access to the best asset management companies in the world.

It is our job to screen the thousands of investment options available, and bring a collection of best-in-class solutions to your portfolio. It’s like picking your own All-star lineup!

Delivery

In a fast-paced world, it can be hard to find and coordinate time to review your goals.

We deliver our services in a format that suits your lifestyle, with the options to connect with us in person, virtually, or a combination of both, we will tailor our engagements to meet your needs.

In a digital world, we use the best industry tools & platforms to provide you access and understanding to everything we implement.

Solutions

As a client of ours, you will benefit from a proven process, with personalized strategies from a variety of solutions which include but aren’t limited to:

Mutual Funds
Annuities
Segregated Funds
GIC’s
High Interest Savings Accounts

Transparency ($)

We believe in transparency on compensation and will clearly identify and share how our engagement with you works and whatyour total costs are for our services.

We do not operate on an hourly rate or fee for service.

Our meetings and correspondence with you are free and included in our fiduciary to you.

Generally, our compensation is derived from commissions associated with the insurance or investment solutions and strategies we implement as part of your plan.

About