What Does an Introductory Appointment Look Like?
Language: Our advisors provide services in English, and we also have advisors who can assist Clients in French and Italian.
Meeting Location: We believe the best meeting is one that's convenient for you.
Who Should Attend: A licensed advisor will be present at every meeting. Depending on the nature of the discussion, an assistant may also attend to provide support.
Understanding Your Situation: The first meeting is about getting to know one another. While we'll begin learning about your financial situation, it may take more than one meeting to fully understand your goals, priorities and circumstances.
What to Expect: There are no expectations or obligations following an introductory meeting. We view it as an opportunity to determine whether we're the right fit for one another.
Trust takes time to build, and we'll move at a pace that's comfortable for you. Any decision to move forward should be based on the value you see in the relationship and advice provided.
Next Steps: The process is always guided by your comfort level and goals. The more we learn about your financial situation, the more personalized our advice and recommendations can become.
FDG Financial Solutions Inc.
Languages spoken: English, French, Italian
Area(s) served: Ontario, Alberta, New Brunswick, Newfoundland
Office information
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