Enhanced Monitoring and Feedback

The foundation of the SAFETY System is continuous monitoring and client feedback.  Clients benefit from a number of tools that help to ensure their investments are on track.

SMI Self Directed RSP

Sterling Mutuals Inc. self directed RSP is an ideal way for consolidating various individual accounts into one RSP.  This allows for the consolidation of all your holdings  into one simple statement.  This helps remove the worrying associated with trying to keep track of all your accounts at different financial institutions.

Sterling’s Technical Edge

The Mutual Fund Exchange ™ gives you online access to your accounts and account monitoring using Sterling’s automated SAAM system (Sterling Asset Allocation Monitor).  You also have 24/7 access to your account statements providing you with a secure, environmentally friendly alternative to paper statements.

Through Sterling’s technology, I have the ability to monitor all client accounts on a daily basis, thus assuring that client portfolios are progressing as planned.  As a client you are able to deposit to Sterling’s trust account via your bank’s web banking system  -- it’s as easy as paying your phone bill!

Sterling Mutuals Inc. is a leader in creating the virtual office for financial advisors.  As your wealth manager, I am able to monitor your portfolio from virtually anywhere.

Client Feedback

The SAFETY System has been designed to create, manage, and preserve wealth.  The SMI Self Directed RSP, portfolio monitoring tools and 24/7 client account access help ensure that clients’ interest are at the forefront. 











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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.