DRock
Legacy Member
hi to all Montrealracing members.
Many of you may know me already (friends and clients) and Many may not know me yet.
Ive been a long time member on Montrealracing.. as well as a Sponsor in the commercial section for the past 5 years. I have a forum in the Commercial section.
over the years.. Ive gotten to know many members who have become friends and clients, helping them with their financial planning needs.
you can always go to my commercial section to see the many threads of different financial topics.
But I will list in point form here.. the different services I offer. in the past I was not allowed to post in any of the forums except for my section. but after talks with Danny, he has allowed me one thread here in the Offtopic section. which logically makes sense.
for the past 10years I have been operating as an Independent Broker, dually licensed for Investment and Insurance planning. but at the office I operate from in the West-Island ( Braley-Winton Financial group), we offer many other sevices too. working as a "broker" allows me the flexibility to scan the market for the best products and services from a multitude of companies.
In short, the only financial service we dont offer, are Personal Loans. Therefore just short of being a "Bank" we can offer anything they can, at more then likely better rates with a much more personal service.
here is the link to our website
www.braleyfinancial.ca
Personal Insurances:
-Life insurance
-Mortgage insurance
-Critical illness insurance
-Disabililty insurance
-Health,Dental insurance
-Travel insurance
-Group insurance
Investments:
-RRSP (registered retirement savings plan)
-SDRSP ( self-directed retirement savings plan)
-TFSA ( tax free savings account)
-RESP (registered education savings plan)
-RDSP ( registered disability savings plan)
-High interest savings accts
Loans:
-Invesment loans
-RRSP Loans
-HELOC ( home equity line of credit) also know as ManuOne
Also available in house at BWFG:
-Conventional Mortgages ( fixed, variable etc) we have mortgage broker in house.
-Accounting ( Canada & USA)
-Notary Services
dont hesitate to ask me any questions or send me a PM.. over time I will bump up this thread highlighting these different topics etc.
thanks and look forward to hear from you
Tony.
( PS: I am not a stock broker. I dont deal in any type of stock trading, picking or anything related to that)
(PPS: neither Car or house insurance)
Many of you may know me already (friends and clients) and Many may not know me yet.
Ive been a long time member on Montrealracing.. as well as a Sponsor in the commercial section for the past 5 years. I have a forum in the Commercial section.
over the years.. Ive gotten to know many members who have become friends and clients, helping them with their financial planning needs.
you can always go to my commercial section to see the many threads of different financial topics.
But I will list in point form here.. the different services I offer. in the past I was not allowed to post in any of the forums except for my section. but after talks with Danny, he has allowed me one thread here in the Offtopic section. which logically makes sense.
for the past 10years I have been operating as an Independent Broker, dually licensed for Investment and Insurance planning. but at the office I operate from in the West-Island ( Braley-Winton Financial group), we offer many other sevices too. working as a "broker" allows me the flexibility to scan the market for the best products and services from a multitude of companies.
In short, the only financial service we dont offer, are Personal Loans. Therefore just short of being a "Bank" we can offer anything they can, at more then likely better rates with a much more personal service.
here is the link to our website
www.braleyfinancial.ca
Personal Insurances:
-Life insurance
-Mortgage insurance
-Critical illness insurance
-Disabililty insurance
-Health,Dental insurance
-Travel insurance
-Group insurance
Investments:
-RRSP (registered retirement savings plan)
-SDRSP ( self-directed retirement savings plan)
-TFSA ( tax free savings account)
-RESP (registered education savings plan)
-RDSP ( registered disability savings plan)
-High interest savings accts
Loans:
-Invesment loans
-RRSP Loans
-HELOC ( home equity line of credit) also know as ManuOne
Also available in house at BWFG:
-Conventional Mortgages ( fixed, variable etc) we have mortgage broker in house.
-Accounting ( Canada & USA)
-Notary Services
dont hesitate to ask me any questions or send me a PM.. over time I will bump up this thread highlighting these different topics etc.
thanks and look forward to hear from you
Tony.
( PS: I am not a stock broker. I dont deal in any type of stock trading, picking or anything related to that)
(PPS: neither Car or house insurance)
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