Your advisor has left our team

We’re still here for you. Until your new financial security advisor takes over, our team will provide personalized service to keep your financial goals on track.

 

Need advice right now? Just give us a call. 
1 866 612-3473​
 

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Your priorities, our focus

  • Reviewing your financial situation

  • Updating your insurance coverage

  • Optimizing your savings and investments

  • Planning for your retirement goals

Got questions? We’ve got answers!

You’ll be notified by email or regular mail, based on your preference. Your trusted advisor will reach out to you soon. Once you receive this notification, you’ll also be able to call them or schedule an appointment.

Call us at 1 866 612-3473​. Once a new advisor is assigned to you, you’ll be able to call them or schedule an appointment.

No. Your coverage, claims, disability insurance, and investments remain unchanged. There’s nothing you need to do.