We are very thankful we were introduced to John Trudel and his team a couple years ago. We would not be in the position we are today if we didn’t heed John’s advice. Jenn Dalheimer has been most efficient and helpful and a huge thank you to Paul Leong who has had our back!
Sheryl
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
Thanks for all the work that u guys do with answering our questions for the last 3 years we appreciate all you guys do.
Joanne
I have had a flawless experience with AFIG from the moment I became a customer. Questions are always answered promptly and I'm always given immediate attention whenever something comes up. I recommend AFIG to all of my friends due to the great service they provide. Thanks!
Henry
John found ways to help us save money that we just couldn't quite do on our own. The staff are always very pleasant and kind. If we hadn't gone through AFIG we wouldn't be where we are today! John helped us be able to save and finance a new house at the ages of 22 and 25! We thought we wouldn't be able to afford one until we were at least closer to 30! Although we haven't seen John as often as we used to, once I am finished school we will definitely be going to see him again to set up more saving plans that fit our lifestyle! Thank you John & staff at AFIG!
Dayna & Justin
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
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.