At MBI Financial, we focus on being able to provide a complete range of services for our clients that will span their needs through their various stages of life. They may range from saving for a child’s education, establishing a registered disability savings plan, planning for retirement, or establishing an estate plan. Through every stage a different need or outcome is required and our team of licensed mutual fund representatives and licensed insurance agents understand that each client’s situation is unique and are able to customize a solution tailored to their needs and objectives. This enables our clients to make the best decisions regarding their various plans, knowing that the recommendations are based on suitability and expertise.
From investments to insurance to formalized Financial Plans4, we have our clients covered, and by not having any one firm’s influence, we are able to leverage off of the many firms we work with and their specialists in order to provide the best value to our clients in meeting their individual needs.
4Only offered by advisors that have obtained the CERTIFIED FINANCIAL PLANNER® designation.
Mutual funds are provided through Hub Capital Inc., a mutual fund dealer.