Adam Persad - Financial Professional

Why is it important to have a financial services broker in your life?

Because they are government licensed, have access to products from all the institutions (not just one!) and have access to products and services that you can't access from the bank unless you have over $1 million in assets. (Most people do NOT have this!!!)

However as a financial services broker I can help EVERYONE.

Below is an example of an investment segregated fund that we have available to us. It is a low to medium risk investment that has a 10 year return of 6.81% !! If you had invested $10k in this fund in 2015, you would be sitting at $19k today!

Everyone deserves access to these kind of returns, not just the wealthy!

When it comes to your future which is better? The Bank or the Broker?

The Bank - Can offer you a portfolio of products that are built for the masses, and can only offer you what THEIR company offers.

The Broker - can offer you choice from a portfolio of products and services from all the banks and institutions to build you a custom solution using the best products for your individual needs.

Upgrade the level of service you receive and deserve for your most important decisions!

If this post speaks to you, we need to have a conversation about what you need to fix the holes in your boat!

Tip of the day!

Right now, the economic situation in Canada is unlike it ever has been before... its getting harder to make ends meet, what with the cost of groceries, fuel, housing and other everyday staples costing more and more. I am looking for 10 people who are looking to make an additional 24k-36k a year part time working 4-6 hours a week, helping families and teaching financial education all without losing the security of their full time job!

Send a message to learn more

The difference in estate value after you pass on is astounding... Make sure you know what products you have in place, and the benefits of each!

We are hosting a financial education seminar on Thursday September 26th at 7pm in my Ancaster office. Our company co-founder Norm Meldrum and President Rick Williams will be hosting the meeting! If you are looking for a new career, or even the possibility of some extra part time income, and building new connections, please reach out! Space is limited, and spots are filling up fast!

Proud to announce our team is now a MILLION dollar team! Huge thanks to all of our clients and to my amazing teammate Irene McLean, who helped make it all happen!

Join us on Saturday for a great day of financial education and fun! Learn about money and finance and meet some amazing people. Reach out to me to reserve a spot.

The Hamilton office is open! Grand opening was a huge success with over 50 guests. We have an amazing team of agents who are looking forward to helping famillies in the golden horseshoe!