South Coast Financial Services

Our Mission

We care about your financial self defence ... shouldn't you?

We are able to meet with clients new & old

through on-line meetings or via the phone.

We can do applications with electronic signatures.

What is the greatest asset of your family? It's not your house or your car, it's your income. Without a source...

Today in Canada we have a major debt issue, on average we are spending around $1.65 for every dollar ...

One of the first steps to investing wisely is to clearly define your investment goals. This step provides the foundation ...

Make sure you have up to date Wills and Powers of Attorney, you want to ensure that your wishes are followed ...

Are you going on a trip out of the country? Make sure you have travel insurance to cover any unexpected medical expenses. You should ensure ...

Do you have a Group Benefit plan at your company? Do your rates seem to go up each year? Are you paying for ...

We normally meet at your home where you are more comfortable but due to Covid-19 we can meet with you virtually over a web meeting or via the phone.
We get to know you and you get to know us
We collect information about you to perform a complimentary, confidential Financial Goals Analysis
We book a follow up appointment to provide with a road map to meet your goals and dreams

We present to you a detailed presentation outlining the following:

Your net worth
Income protection / insurance requirements (life, disability & critical illness)
Your financial independence number & retirement saving needs
Saving for your children's education
Debt reconstruction
Wills & Powers of Attorney