FAQs
How does digital life insurance applications work?
What should I bring to the first meeting?
What is an independent financial advisor?
What is the Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designation?
What is the difference between critical illness insurance and disability insurance?
Can I review my investments online?
Can I make deposits online or pay my premium online?
What is the difference between segregated funds and mutual funds?
Does life insurance and critical illness insurance involve additional medical tests?
Do I have to disclose my medical history to my advisor?
How long does it take to complete an application?
Can I book a meeting outside of business hours?
What investment products do you offer?
What insurance products do you offer?
How often should I meet with my advisor?
Can’t find an answer?
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Susan is one of Ontario’s most respected financial advisors with more than 30 years of experience in the industry. She is often asked to speak to groups and writes monthly for local newspapers. Sue is proud to announce that she has recently published her first book Solutions – Financial and Estate Planning with Common-Sense Answers to Everyday Questions.
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