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Services
FINANCIAL SERVICES
Not sure who your representative is? When was the last time a review was done of your portfolio? Are they there for you in market downturns and not just when the markets are doing well? Have they done their best to minimize losses or grow the portfolio over the past few years? We work closely with our clients in good and bad financial times. There are always opportunities, but the porfolio has to be effectively managed.
Would you like Fehr Financial Services to manage your portfolio?
Listed below are some of the more common products we use, and suppliers Tom represents:
- GIC'S
- Mutual Funds
- RRSP'S
- RESP'S
- Group RRSP'S
- Labour Sponsored Funds
These are some of the more popular companies we represent, but by no means are we limited to them:
- TD Asset Management
- AIC Group of Funds
- Ensis Fund
- Guardian Group of Funds
- CI Mutual Funds
- Fidelity Investments
- AIM Funds Management
- Mackenzie Financial Services
- Royal Bank
Don't see who your looking for? Contact Fehr Financial and we can advise you if we represent them.
TAX PREPARATION AND PLANNING
Fehr Financial offers the following tax services:
- Year Round Support
- Pick up and Delivery
- Family Discounts
LIFE INSURANCE
Fehr Financial helps you select the best insurance products given your individualized and family situations.
- Term Life
- Whole Life
- Universal Life
Meet with Tom to discuss what best suits your needs and then let him shop the market to find the product(s) for you. Phone Fehr Financial Services at (204) 487-7242 or toll free at (877) 370-0262 or contact Tom Fehr by email. |