Flexible Personal Service

Service to accommodate your busy lifestyle --- in your home or  office - or at my office

Website

My client friendly website with 24/7 access to your Sterling Mutuals account holdings and statements.

Referrals

Referrals to other professionals such as lawyers, accounting and bookkeeping services, tax specialists etc.

Newsletter

Client e-newsletter dealing with important issues, tips, and answers to the questions you have.

Exclusive Reasons To Join The SAFETY System

Competitive transfer and trustee fees comparable with any financial institution in the country.

You will have the service of a Certified Management Accountant, Certified Financial Planner, and a Chartered Investment Manager  - a one stop service centre

Type a brief description of this item.

Links to websites, publications and articles to enhance your financial knowledge.

Transfer and Trustee Fees

Accredited Professional

Client Education

Engagement Letter

Outlines services provided, fees, and responsibilities in writing.  This is a way of ensuring there is accountability for services provided.  Upon request.

Outlines how your investment is allocated, when changes will be made, and how my performance is to be measured.  Upon request.

Investment Policy Statement

Non-proprietory products to ensure full market access to all products and services to serve you objectively.

Third Party Providers

Safewealth.ca

Disclosure / Disclaimer:

Mutual funds provided by Sterling Mutuals Inc.. Commissions, trailing commissions,  management fees and expenses can all be associated with mutual fund investments.  Please read the simplified prospectus and fund facts document before investing.  Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.  Tax planning and preparation services, and insurance are provided by Zaid Mohammed and Sterling Mutuals inc. does not provide these services.   Insurance products available through multiple carriers.  Sterling Mutuals Inc. is not liable for any errors or omission relating to any referral arrangement services, insurance or tax planning, and does not monitor or supervise any of these activities.