Canada’s largest financial institution just released a new ad campaign where they suggest that you should work with them because they have the best performance. Whether or not this is true, nobody in the financial industry should sell based on performance, because the past is in the past and isn’t indicative of future performance.
At K4, we like to focus on the things we can control, which all comes down to financial planning, transparency about fees, a fair value for service and a commitment to helping Canadians improve their financial situation. This is something we believe the big institutions have failed to do over the last number of years as their model is purely based on how much profit can be generated, which often leads to poor advice and selling products, rather than doing what is best for the client.
If you’d like to chat with us, please email [email protected], as we are working to have our website upgraded this month.