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Andrew, Managing Director – Camcor Partners Inc•
I am far more confident that my financial plan and family’s security has greater stability
Sam, CFO – Enersul•
Synergy pays attention to detail, they provide great personal service and are pro-active on offering advice such as tax efficient corporate class funds
Pat, President and CEO – Birchill Canada LP•
Based on my 15+ year relationship with Will and having received exceptional service through purchasing a multitude of insurance products over that period of time, I’d tell them that Will is a good friend and competent advisor that I highly recommend. The purchase decision is one thing, but of equal importance is the follow-up service over the life of the policy.
Plan for Tomorrow Live for Today
About Synergy Financial Group
Synergy Financial Group started in November of 2000, is the result of strong entrepreneurship and a passionate work team. Having experienced and survived several downturns and recessions over the past three decades has only proven how resilient the firm is. With a history of bold forward thinking decisions and development, Calgary has become a vibrant and flourishing city which Synergy Financial Group is proud to be a part of. We have had the opportunity to grow and prosper because of our exceptional clients and the experience we have gained by working with extraordinary people in the insurance and financial industry.
At Synergy Financial Group, we provide strategies for what is most important to you. We believe there are two aspects to financial security planning; Risk Management and Wealth Management. Within each of these aspects, there are many strategies to help protect you, your family and all that you have built. We work with Canada’s top rated insurance and investment companies to provide appropriate risk and wealth management strategies. We utilize a pension style approach toward allocating and managing your assets since we are unable to determine what the markets will do on any given day. This takes away investing based on popularity or market timing. By implementing a disciplined approach using optimal pools that match your risk profile, this works to reduce the volatility in returns based on your acceptable level of risk.
At Synergy Financial Group we believe that our clients are best served when they work with us to plan for tomorrow, so that they can enjoy and live for today.
Keywords: Risk Management Strategies, Wealth Management Strategies, Traditional Life Insurance, Contemporary Life Insurance, Disability Insurance, Critical Illness Insurance, Private Health Services Plan, Donor Directed Charitable Giving, Registered Education Savings Plans, Tax Free Savings Accounts, OPEN non-registered Investment, Registered Retirement Savings Plans, RRSPS
Categories: Financial Services, Insurance,