My wife and I are both young professionals and we got married last year. We felt we knew a lot about money and how to plan for our future. Many of our close friends had been recommending to go see John at AFIG for some time. We both agreed it would be a good idea to get everything we had on the same page using professional guidance. Setting up the appointment was very easy and worked with our busy schedules. The atmosphere is very relaxed but professional. The time spent with John was priceless as he aligned our plan with our goals. Our first trip he was able to figure out a way to get us a $9000 tax return simply by moving some things around. We learned a lot about mortgages, insurance products, and the beauty of owning real estate. John is very personable and can see eye to eye no matter what your level of income. I would recommend making your initial appointment with him sooner than later. We're sure glad we did.
Chris and Courtney
A few years ago my sister introduced me to John from AFIG. I was a little uncertain at the time how I wanted to start saving money better for a down payment on a farm and she suggested I speak with John about my options. John helped me set up a TFSA account with automatic monthly draws from my bank account. Through this I saved half of the money I needed for our farm's down payment. My husband and I both work with AFIG now for our TFSA's and RRSP's. The staff at AFIG really understand our financial needs, so we can focus on our farming.
Katlyn
I just want to thank AFIG for helping me set goals and get on track. Not only did John set me up with a plan to get all of my ducks in a row to prepare us to buy our first home, but he made it very easy and reassuring. John explained all of the details about our finances and the steps we needed to make to be in our dream home. I Have constantly referred him as our financial advisor as well as the mortgage specialist Paul Leong who John referred us to. He did an excellent job dealing with us, and getting an incredible rate almost three years ago.
Rene
I was referred to John Trudel roughly 5 years ago through a co-worker. At the time I had RRSP’s, savings and a mortgage. I met with John and he took the time to ascertain what was important to me and how my personally would fit with the various options he had at his disposal. From there he gave me my choices and let ME decide what I wanted. No pressure, not sales pitches, nothing. He let me decide what I wanted and take as long as I needed to decide, which was important to me. Further to that he ensured I understood everything he was talking about prior to leaving. In the 5 years since I have done a lot of communication with John and his team including Jenn Dalheimer. They are always extremely prompt in their responses and very knowledgeable. The “customer” service is fantastic. I not only recommend John and his team to my friends and family, I encourage them to talk to him before any big financial decisions.
Jordan
Hi Jenn. My wife and I have been involved with AFIG and John Trudel for 4 years now. We found John’s common sense approach and explanations to be very easy to understand and follow. He does not try to complicate things, or talk ‘above our heads’ when speaking in financial terms. He is very approachable, and always willing to take the time to meet our needs. We have referred many people to AFIG. and they echo our sentiments. Keep up the great work!
Blake and Melanie
Without AFIG I would still be living cheque to cheque, with no savings plan or RRSP. AFIG showed me how to save and continually help make my money grow, as well as helping me achieve my short term and long term financial goals.
Sarah
As an Individual, your Investment needs vary depending on which stage of planning you find yourself in. At AFIG Financial Services Inc., we will provide the investment products suited to your financial needs. We will help you invest for your future while protecting your assets today.
Life is unpredictable, As you progress through life, so do your Insurance needs. Buying a home, having a growing family, changing jobs, or an unexpected family death can affect your financial situation.
Achieving Financial Independence is the ultimate position we strive for you to attain. Financial Independence has many different meanings and must be tailored to your individual ongoing concerns and future goals.
Independent financial advisers are free to align with multiple investment, insurance, and trustee companies, each offering a unique and individualized product. This gives the Independent adviser a wide range of options to advise you from, as well as the freedom to offer the right product for you.