Latimer Financial Services (Insurance Agency) Ltd
About Latimer Financial Services (Insurance Agency) Ltd
Our commitment to you, our partner
Financial solutions and strategies generally require the use of a variety of financial instruments such as money market funds, mutual funds of many types, guaranteed investment certificates (GICs), annuities, life insurance, disability income and critical illness products and long term care strategies. While Latimer Financial Services is able to provide all of those vehicles, we make a commitment to our partner-clients that emphasizes our lack of an agenda to sell products.
Thus, our beliefs, work and processes are based on using a financial planning approach when you engage us as your financial advisors. And therefore, we make the following commitment to you:
We will not offer a solution until we have established that a situation exists that requires a solution and we have our client-partner’s agreement that the situation does, in fact, exist. Further, we are committed to finding solutions that will maximize our results in meeting your objectives while at the same time, minimizing taxation and investment costs.
Our allegiance is to our client-partner
Latimer Financial is an independent provider of financial advice. We are not employed by any bank, trust company, credit union, mutual fund or life insurance company although we have complete access to the products and services of many of these financial institutions. Thus, we are free to “shop the market” when developing strategies and solutions for our clients and to find the best fit available.
Contact Latimer Financial Services (Insurance Agency) Ltd
| Address : | 363 Broadway, Winnipeg, MB R3C 3N9, Canada |
| Phone : | 📞 +989 |
| Website : | https://www.latimerfinancial.com/ |
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| City : | C |
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Natalie Knox on Google
★ ★ ★ ★ ★ |
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Karyn Holland on Google
★ ★ ★ ★ ★ They're the best
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Mark Witiuk on Google
★ ★ ★ ★ ★ Bill and Hugh take the time to get to you know you and understand your needs. I would recommend them to anyone, at any stage in one's financial planning. Even if you're just getting started!
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