Fehr Financial Services in Winnipeg Manitoba, Mutual Funds, GIC's, Taxation, Insurance

By: Fehr Financial  09-12-2011
Keywords: Life Insurance, tax preparation, mutual funds

FINANCIAL SERVICES
Not sure who your representative is? When was the last time a review was done of your portfolio? Are they there for you in market downturns and not just when the markets are doing well? Have they done their best to minimize losses or grow the portfolio over the past few years?

We work closely with our clients in good and bad financial times. There are always opportunities, but the porfolio has to be effectively managed.

Would you like Fehr Financial Services to manage your portfolio?
Listed below are some of the more common products we use, and suppliers Tom represents:

  • GIC'S
  • Mutual Funds
  • RRSP'S
  • RESP'S
  • Group RRSP'S
  • Labour Sponsored Funds

These are some of the more popular companies we represent, but by no means are we limited to them:

  • TD Asset Management
  • Guardian Group of Funds
  • CI Mutual Funds
  • Fidelity Investments
  • AIM Funds Management
  • Mackenzie Financial Services
  • Royal Bank
  • SEI Investments
  • Front Street Capital
  • Sprott Asset Management

TAX PREPARATION AND PLANNING
Fehr Financial offers the following tax services:

  • Year Round Support
  • Pick up and Delivery
  • Family Discounts

LIFE INSURANCE
Fehr Financial helps you select the best insurance products given your individualized and family situations.

  • Term Life
  • Whole Life
  • Universal Life

Keywords: Life Insurance, mutual funds, tax preparation