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South Coast Financial Services

Our Mission

Our Mission is to help people buy homes, educate their kids, pay off their

mortgages, plan and build for retirement and ultimately, move the wealth

they’ve helped build from one generation to the next. While we

build our businesses, we have the responsibility to help others build lives.

 

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0 (519) 900-6721
1 Financial Advisor (905) 691-1734 Haldimand/Norfolk County
2 Financial Advisor (519) 716-8861 Brantford
3 Financial Advisor (226) 600-8132
4 Financial Advisor (519) 716-8861 Brantford

We care about your financial self defence ... shouldn't you?

 

We are able to meet with clients new & old

through on-line meetings or via the phone.

We can do applications with electronic signatures.

What we do for our clients!

Initial Meeting

  • We normally meet at your home where you are more comfortable but due to Covid-19 we can meet with you virtually over a web meeting or via the phone.

  • We get to know you and you get to know us

  • We collect information about you to perform a complimentary, confidential Financial Goals Analysis

  • We book a follow up appointment to provide with a road map to meet your goals and dreams

Your Financial Road Map

We present to you a detailed presentation outlining the following:

  • Your net worth

  • Income protection / insurance requirements (life, disability & critical illness)

  • Your financial independence number & retirement saving needs

  • Saving for your children's education

  • Debt reconstruction

  • Wills & Powers of Attorney

Follow Up

We follow up with you regularly

  • When you receive your investment statements

  • When ever you have questions

  • When you find you need to make changes to your "Financial Road Map"