TFCP Financial Services

               THE TEAM 

TFCP Financial Services was incorporated after both my parents passed away prematurely at age 67. 

Neither had prepared instructions, wills or life insurance. It became abundantly clear how complex dealing with these circumstances can be.

We learned that:
45% of Canadians will retire in poverty.
90% of Canadians have no long term care plans.
80% of Canadians do not have an up to date will.
Most estate planning is self administered.
Financial Institutions want your deposit for lending purposes.

It's obvious that our services are needed.

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Don




Saeideh




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How's your investment portfolio
How's your family insurance plan


 
You don't want this reaction!
You need a Plan

Clients will often ask us:  What makes you special, why should we choose you above the other invesment/insurance advisors that are available?

Our reply:  Honesty and Integrity are hard to find in this complex world. We work for you. We're straight forward: no sales pitch, no crystal ball and no chest thumping. We're fully qualified financial analysts. Our portfolio reviews are presented in person, at your convenience and in simple terms. We don't try to baffle you with big words and big promises. We know what we're doing and we are proud to provide our very best for you.

Together we will: 
  • Determine your RRSP options
  • Discuss RESPs for your young family
  • Assess your risk vulnerability
  • Diversify your Investment and Insurance Program
  • Explain Estate Planning
  • Reduce your income tax
  • Grow your retirement funds
  • Insure against life's losses
  • Plan ahead for the funds needed throughout life
Smart Investors practice the "Pay yourself First" strategy
We can get you started today

What our clients think of our service:
 
   The Client comes First    Honesty and Integrity    Uncompromised Value    Work for the ClientTFCP Financial Services is a full service Brokerage. We are proud to boast about our character. Clients concerns are our concerns; we work for you, the client. We are not hampered by the constraints of employer demands nor are we on anyone's payroll.

Your desires, your instructions drive the strategy. We provide the tools for you.

Value is determined by results. Measure us, see how we stand up to our promises.
Don McMillan, President and Saeideh Nessar Ali, Team Manager of TFCP Financial Services Inc are independent brokers.

Our backroom office is managed by a large group of specialists:

Complete Brokerage Service (CBS) processes our insurance business and Portfolio Strategies (PSC) our investment business.

These specialists manage paper flow, handle contracts, applications, compliance and licensing, liase with the various insurance and investment providers, manage the application from conception to completion and ensure the client is pampered with customer service. This backroom office management is transparent to the client but forms a huge part of the process. We are proud to be affilliated with both CBS and Portfolio Strategies.    
 
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