Q: How long have you been in the industry?

 

Barb has been in the industry since 2002.

 

Q: How many people work in your office?

 

We have an exceptionally talented support team. Cindy, Yan-Min, Steve, and Christina are here to help you with whatever you need.

 

Q: Do you offer fee for service?

 

Yes, we are able to offer this through the selection of certain products.

 

Q: I can get health insurance with you - do you offer any other types of insurance?

Yes, along with extended health and dental plan insurance, we can provide our clients:

        • life insurance (term, permanent)
        • disability insurance
        • critical illness insurance
        • long-term care insurance
        • office overhead insurance
        • emergency medical travel insurance
        • group benefits insurance
        • and health spending accounts – just to name a few.

    Give us a call to find out how we can create a solution for your situation.

Q: Do you have a minimum?
  • We do not have an account minimum when considering working with potential clients and referrals.
  • The most important factor when deciding on working with you is overall fit, including items such as:
            • Are you looking for someone to advise you and be a steward of your financial plan and roadmap?
            • Do you take an active role in your finances and desire to improve your financial position?
            • Do we have similar values and expectations in regards to the client/advisor relationship?

         

Ready for an Exceptional Experience?

203-791 Goldstream Ave., Langford, BC V9B 2X5

tel: 250.590.8481

fax: 250.590.8350

info@exceptionalwealth.ca

Need a quick answer?