NFC is responsible only for business licensed under the Provincial Securities Act & Regulations. As such, you may be dealing with more than one company depending on the products or services provided. Our representatives may be dual licensed for the sale of insurance products. Mutual funds are not covered by the Canada Deposit Insurance Corporation or byĪny other government deposit insurer and are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts Sheets before investing. May all be associated with mutual fund investments. Commissions, trailing commissions, management fees, and expenses (NFC), member of the MFDA and MFDA Investor Protection Corporation.
Mutual funds are offered through Networth Financial Corp. Your representative and your tax or legal professional, as applicable, before taking personal action. The articles and information provided on this website are intended to raise issues and help you find solutions and should not be construed as advice for any specific situation or individual. My experience, knowledge, and the team at Solomon Financial will help you see things a little differently opening the doors to the future you’ve always dreamed of. In addition, I have worked for over 30 years with owners of small and mid-sized businesses to protect themselves and their valued employees through the set up and ongoing service of Employee Benefit and Savings programs and continue to work in this area.
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Being independent allows us to draw on a wide variety of expertise and stay focused on the strategy that will provide the best results, long term, for our clients.ĭuring my career, I have helped guide thousands of people and their businesses to a more secure future, opening their eyes to unique financial strategies that are unknown in the marketplace, showing them how to see insurance and investments a little differently. Solomon does not represent a single bank, trust, segregated fund or life insurance company or portfolio manager. This new alliance will allow me to retain my independence and at the same time offer much added value to my clients, many of whom will benefit from what is referred to as the Solomon Journey, along with the many additional resources that I will now have access. The model of using an Advisory Team with all clients and the ongoing collaboration and interaction between Solomon Advisors to better serve clients was something that very much appealed to me. I was fortunate enough to have had the opportunity to have met several the advisors at the home office of Solomon Financial office located here in Red Deer and was intrigued by the direction they have taken within their firm. With the retirement in the spring of 2021 of my assistant Heather after 25 years of working together, 22 of which I was an independent advisor, and with losing a good friend and fellow advisor that same spring, I needed to decide how best to move forward for both myself, my practice and my clients. It is helping someone secure what they have worked so hard for, it is giving guidance to help someone protect the ones they love, it is giving someone the future they want and deserve.
2023 marks my 39th year in the Insurance and Financial Industry and over the years I have learned that being a Financial Advisor stands for so much more. By profession, I am a Certified Financial Planner.
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