Our Financial Plans and Quadrus Investment Services are here to serve our clients during the COVID-19 Pandemic. We understand that these are challenging and uncertain times for all of us, and we will be here for you.
We are working remotely and no longer see clients face-to-face, but we continue to answer our calls and emails. We are conducting client reviews by phone and web-conference. There has been no interruption in our business thanks to the technology we have invested in. If you have any questions or concerns, please don’t hesitate to reach out to us.
Calls and email are at a very high load and many of our providers have very long wait times at the moment. Please be patient until we can get back to you.
What we are doing for our valued clients and future clients
Financial Planning during this time is going to be very important for Canadians as we navigate through this crisis. We can review your current plan, and situation and help you find the right priorities for your families.
We can help you determine what benefits you may qualify for in Canada’s COVID-19 Economic Response Plan so you can ensure that your financial plans stay intact. More information please visit Canada’s Economic Response Plan.
Also, please take our 12 Step Challenge to ensure that you have a better understanding of the government, employment and personal benefits that you qualify for.
Investors need to know that we are available to address any concerns they may have with their savings and retirement plans. At this time, it’s important that investors stay disciplined when it comes to their investments and to avoid decisions made in panic.
We are happy to address your concerns about risk and your time horizon, and to discuss strategies such as the benefits of consolidation, dollar cost averaging, buy and hold, cash wedge and retirement income strategies that can reduce your risk and can provide long term guarantees.
If you’re not an existing client, but would like a second opinion, our advisors have over 50 years of combined experience and have helped our clients though previous financial downturns.
As independent advisors, we conduct our own research and deal with many of Canada’s largest insurance companies and investment firms, and have access to wide selection of solutions that you will be familiar with, and many that you may not be aware of.
For investors looking for opportunities at this time, we would be happy to review our recommendations with you and discuss Manulife’s Dollar-Cost Averaging Fund.
Personal life and health insurance may be more important than ever to review the coverages that you have and ensure your family’s care is being met. We can help you by assessing your needs and provide cost effective solutions, that can even save you money. The insurance that you currently own should be a financial priority for your family. We can discuss ways to ensure that these policies stay in-force at this time.
Debt Management is an important consideration at this time. Our clients can access Manulife Bank’s innovative mortgage programs for debt consolidation and flexibility in mortgage payments. Now is the time to act while lenders are still taking new clients. Contact us to learn more about Manulife One and see if you can qualify.
For employers – Benefits and Pension clients may be considering layoffs or have a renewal coming up in the next 3-4 months. We urge you to contact us if you have any concerns about your plans, especially if you are considering layoffs or having difficulty with your premiums.
Travel insurance – Most group benefit plans include travel insurance. There have been changes that can affect these plans. Call us if you have questions or need assistance.
How to reach us
It’s easy to reach us- by phone – (705) 949-1316, by email, through our website or through Facebook. You can also book a phone or web-conference review directly with us from our Booking page. We are here to serve you when you need us.
Our website allows you to purchase a number of financial products that you need online. From our Buy Now site you can purchase individual health plans, critical illness insurance, travel insurance and high interest savings accounts from from the comfort of your living room.
We Are Here For You
COVOID-19 may have changed how we do business, but Our Financial Plans is ready to answer your questions and to serve our clients. If you have questions about your insurance needs, your retirement plans or discuss some strategies for your investments, don’t hesitate to reach out.
Take Care, Stay Safe & Stay Home
From all of us at Our Financial Plans