World Financial Group
880 Taylor Creek Drive, Orléans, ON, Canada
880 Taylor Creek Drive, Orléans, ON, Canada
We are a financial services brokerage with an abundance of companies at our fingertips. We've found that it's never a question of IF we can help someone, rather HOW best we can, and which products and services fit their needs
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What do you love most about your job?
Honestly, it's the look of hope in peoples' eyes when they can finally see their dreams, and have a plan to realistically achieve them. So much of our lives can be affected by financial stress, and being able to relieve some of that is really why I do what I do.
What inspired you to start your own business?
When I started at first it was an opportunity for me to learn and make some extra part-time income, but to get a little personal, my family was done wrong by the Financial services industry - they were left behind, and after seeing that, I realized I could really make a difference for others to ensure their families were properly taken care of.
Why should our clients choose you?
We don't pretend to have all the answers; but we've made it a habit to find them out. At the same time, your relationship with your financial advisor should be based on trust and respect - give us an opportunity to earn your business.
Can you provide your services online or remotely? If so, please add details.
Either online or remotely are possibilities - based on your level of comfort.
What changes have you made to keep your customers safe from Covid-19?
Primarily we've migrated to a virtual platform to ensure our clients can chat with us from home; but we've also implemented and follow provincial health guidelines at our office, including regular cleaning, hand sanitizing, the wearing of masks, and social distancing. Of course in times like this, safety takes precedent.
Financial Planning
We provide customized Financial Plans at no cost - Have you ever wondered how much it might take to retire with the lifestyle you want, at the age you want to? Even if you've got an existing plan, if there was something better you could be doing, wouldn't you want to know about it?
Savings and Retirement
Saving money is a habit, which means it can be learned and developed. Paired with excellent investments, it can mean all the difference long-term. Our investing strategy revolves around time spending in the market, rather than trying to time the market.
Life, Critical Illness, & Disability Insurance
The foundation of every solid financial plan or wealth accumulation is proper insurance protection. But typically we never get taught some of the basics - How much should I have? What types are available? How do I qualify? What's a critical illness? Is my work coverage sufficient? With insurances, we find our education-first approach to be both empowering and freeing for our clients.
