I am comprehensive, impartial and free-thinking in my approach. You are my business and I can only succeed if you do.
What does this mean for you?
- Your interests first
No sales targets means the freedom to recommend what is best for you.
- Fairly priced fees and shared interests
While I need to ensure that our business is profitable enough to survive and prosper, I do not have to focus on any other interest other than my clients. I do not have to strictly sell high-fee products or ‘house’ products at all. And I don’t. I can only thrive if you do.
- I keep you protected
Industrial Alliance Securities Inc. is a member of the Canadian Investor Protection Fund (CIPF) and our customer accounts are protected by the CIPF within specified limits. A brochure describing the nature and limits of coverage is available upon request.
My Service Process