What We Do
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What We Do At World Financial Group (WFG) At World Financial Group (WFG), we educate each and every individual that we come across and are interested, basic Financial conceptual knowledge by which they can make a wise decision on their finances and plan their own Financial Independence. At WFG the Financial Education is FREE! As a Fully Licensed Independent Financial Adviser with WFG (Life Licence, Mutual Fund Licence & RESP Licence) We offer wide range of products and services:- 1. Insurance & Estate and Retirement Planning Providers – Transamerica Life, Equitable Life, RBC Insurance, La Capitale, Manulife Insurance, Empire Life, Western Life Assurance Life Insurance (Term Insurance, Whole Life, Universal Life) Critical Illness Insurance Injury and Illness Income Replacement Plans (Short Term and Long Term Disability Insurance) Business Overhead Insurance , Key Person Insurance Group Insurance Extended Health, Dental and Vision Plans Visitor Insurance /Travel Insurance / Super Visa Annuities , Long-term Care Insurance 2. Registered Educational Savings Plan (RESP) Providers – Heritage Education plan ,TD Mutual Funds ,Franklin Templeton, AGF Investments, IA Clarington. Heritage Education Plans. Mutual Fund or GIC RESP plans with Mutual Fund Companies and Banks 3. Investments & Retirement Planning Providers –AEGON Fund Management ,TD Mutual Funds , Franklin Templeton Investments, AGF Investments, B2B Bank, IA Clarington Investments. RRSP ‘s (Registered Retirement Savings Plan) TFSA’s (Tax Free Savings Account) Other Investments Like Mutual Funds and Portfolios Segregated Funds Tax savings Investments. Borrow to Invest ( Leveraging )
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Transcript of What We Do
What We Do At World Financial Group (WFG)
At World Financial Group (WFG), we educate each and every individual that we come across
and are interested, basic Financial conceptual knowledge by which they can make a wise
decision on their finances and plan their own Financial Independence.
At WFG the Financial Education is FREE!
As a Fully Licensed Independent Financial Adviser with WFG
(Life Licence, Mutual Fund Licence & RESP Licence)
We offer wide range of products and services:-
1. Insurance & Estate and Retirement Planning
Providers – Transamerica Life, Equitable Life, RBC Insurance, La Capitale,
Manulife Insurance, Empire Life, Western Life Assurance
Life Insurance (Term Insurance, Whole Life, Universal Life)
Critical Illness Insurance
Injury and Illness Income Replacement Plans (Short Term and Long Term
Disability Insurance)
Business Overhead Insurance , Key Person Insurance
Group Insurance
Extended Health, Dental and Vision Plans
Visitor Insurance /Travel Insurance / Super Visa
Annuities , Long-term Care Insurance
2. Registered Educational Savings Plan (RESP)
Providers – Heritage Education plan ,TD Mutual Funds ,Franklin Templeton,
AGF Investments, IA Clarington.
Heritage Education Plans.
Mutual Fund or GIC RESP plans with Mutual Fund Companies and Banks
3. Investments & Retirement Planning
Providers –AEGON Fund Management ,TD Mutual Funds , Franklin Templeton
Investments, AGF Investments, B2B Bank, IA Clarington Investments.
RRSP ‘s (Registered Retirement Savings Plan)
TFSA’s (Tax Free Savings Account)
Other Investments Like Mutual Funds and Portfolios
Segregated Funds
Tax savings Investments.
Borrow to Invest ( Leveraging )
4. Mortgages and Home Equity Line of Credit.
Providers – Bank Of Montreal, Heritage Lending, AGF Trust, AON.
We refer Conventional Mortgages
HELOC ( Home Equity Line Of Credit)
5. Funeral Planning.
Provider: Everest Funeral.
6. Debt Consolidation.
Provider: 4 Pillars.
7. Home & Auto Insurance
Provider: AON.
8. Opportunity
We also offer an equal and uncommon Part time and Full time Opportunity for
Ambitious and Committed individuals from all walks of life to start a career in
Financial Services to become independent Financial Advisers like me (I had No
background in Finance) with great supportive environment and mentoring.
To see how this information can benefit you,
REGISTER FREE ! for our Upcoming Seminar.
For more Information: Contact:
Kamlesh Pandya World Financial Group - An AEGON Company
2339 30 Avenue NE, Calgary AB T2E 7C7 Tel: 403 230 2898
Fax: 888 514 6224
Mobile: 587 707 2728
Email : [email protected] Click below to our " WFG Business Opportunities" Video: http://www.youtube.com/watch?v=htnB0bmFcys&feature=youtu.be&hd=1
