7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3
Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192
Clients of Seguin Financial Group are taken through a carefully designed process which allows our firm to better understand our client's needs. Through this process we provide a customized approach to financial freedom which includes client education in order to maximize confidence in the solutions offered. The path to choice process includes:
1) Build Foundation
Discuss expectations
Review our firm
Disclose fees
Assess holdings
Get to know you
2) X-Ray
Provide assessment of Insurance and Investments
Review and assess risk
Goal setting
Fact find (for plan) and Report Card
Set next action
3) Blue Print
Solidify process
Provide Plan of Action (include Navi Plan)
Discuss implementation
Provide Report Cards
Identify gaps for future meetings
4) Implementation
Provide summary
Delivery of all documents
Provide preview of next 12 months
5) Analysis & Inspection
Ensure plan is on course
Obtain client feedback
The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Seguin Financial Group and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance may not be repeated.
Insurance products, and other related financial services are provided by Seguin Financial Group as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.
For more information, click on the following: Legal Information, Privacy Policy and Client Complaint Procedures.
