Refer an Advisor

act with everyday whether it be at work, gym, association or even our family who want to talk to a professional but just don’t know such a person.” We are here to help and most of all the advice is absolutely free. Refer persons for home or vehicle insurance and even insurance for mortgage purposes. That’s right don’t just help people you know, get your act in order and get your act in order. At “Refer An Advisor” we aim to help those in around us put their house in order and reward those who refer

Persons can recommend/ refer persons for our professional financial advisory:

• Basic Budgeting
• Children’s Education planning
• Debt Consolidation
• Life Insurance/ Critical Illness
• Health plans
• Pensions/ Annuities
• Vehicle/ Property Insurance
• Keyman, Buy Sell/ Cross Purchase Agreements
• Workmen's Compensation
• Public Liability
• Business Insurance/ Employee Benefits
• Mortgages


Send referrals via email to [email protected] with the following info

Referral:

Name, Gender, contact#, email address, Short note of what he/ she is interested in

Referrer:

Name, Email address, Contact#
Notification of successful referral sent via email and text
Aim

To acquire referrals from the local public appealing to their concern for fellow colleagues and family members.

“Many of us may know persons who just need that little push to put things in place to protect their loved ones. “

“We may also know persons who should be saving for a rainy day or even retirement but just squander their every cent and should instead seek to have a plan be put in place with a financial professional.”

There are persons all around us who we interact with everyday whether it be at work, gym, association or even our family who want to talk to a professional but just don’t know such a person.” We are here to help and most of all the advice is absolutely free. At “Refer An Advisor” we aim to help those in around us put their house in order and reward those who refer

Persons can recommend/ refer persons for our professional financial advisory:

• Basic Budgeting
• Children’s Education planning
• Debt Consolidation
• Life Insurance/ Critical Illness
• Health plans
• Pensions/ Annuities


Send referrals via email to [email protected] with the following info

Referral:

Name, Gender, contact#, email address, Short note of what he/ she is interested in

Referrer:

Name, Email address, Contact#
Notification of successful referral sent via email and text

Get up to $2500 per successful referral based on value of business done paid via certified cheque. All information is strictly confidential and will not be shared with 3rd parties.