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Our Process

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  3. Our Process

Our Process

At MBI Financial, our clients decide which services they would like to utilize – this could be as simple as purchasing competitive GIC’s through our many offerings from over a dozen financial institutions; securing a life insurance policy to manage risk through one of our insurance specialists; investing in the future through diversified and professionally managed mutual funds1; or as complex as establishing a Financial Plan by working through a complete financial analysis with one of our Certified Financial Planners. Through any of these processes, our team will take the time to explore a client’s options, determine their suitability, and offer recommendations based on these facts.

The steps below walk through our process when a complete financial analysis is being prepared to develop a Financial Plan.

MBI Financial Planning Process:

 

1Mutual funds provided through Hub Capital Inc., a mutual fund dealer.

About Us

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MBI Financial Inc.

Corporate Head Office

48 Talbot St. W.

Blenheim, ON N0P1A0

 

Fax: 888-895-8425

Phone: 519-676-8106
Toll Free: 877-676-0282

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