Our Services and ProcessMFS ServicesIndependent planning solutions focused on your goals.

The Process

Want to turn vague retirement plans into concrete reality?

Want to transform each dollar you put away today into valuable savings for your children’s education?

Are you wondering “How can I still provide for my loved ones when I get injured or have an illness?"

Are you an employer who wants to encourage and support retirement savings and the financial well-being of your employees?

Personal Financial Planning

Our team of Certified Financial Planners work for you, and with you, to:

• Create a financial plan
• Implement the plan
• Monitor and manage the plan, and reduce your risk

We help you prepare for the tough issues that arise, such as:

• Disability and critical illness
• The end of a relationship
• Caring for aging parents or a child with an illness

Caring for your finances is a privilege. We listen with respect, and guarantee:

• When you call, you will speak to a person, not a robot. Serving you is an honour. Every member of our team knows this and will treat you with the utmost respect and privacy.
• Meetings in person (at your home, office, etc.) or remote meetings, accommodating evening and weekend schedules.
• We perform due diligence on money managers, investment funds, and insurance products.
• Unbiased access to investments and insurance companies in Canada because we work only for our clients, not a bank or investment company.
• Up-to-date advice as markets, laws, and family circumstances change.

Most banks and financial advisors charge the same fees for managing investments and providing insurance, regardless of the service they offer. We’re different.
At MFS, for those same fees, we deliver an unparalleled wealth of experience, foster lasting relationships that extend beyond products, and offer caring and impactful solutions so that you feel confident in your financial decisions.

Employer Group Savings and Benefits Plans

To empower your employees in their financial well-being, we help you develop and manage retirement savings and group insurance benefit plans.

We tailor your plan based on industry benchmarking research so you can offer the most competitive options available. You and your employees can count on us for:

• Personal financial planning advice for each employee throughout the year
• Regular information sessions and lunch and learns for employees
• Group RRSP and Registered Pension Plan management
• Group insurance benefit services, including advocating for employees
• Annual reviews with insurers to keep your plan costs down
• Guidance when employees leave the firm

Bottom line: Our services help you attract new staff and keep existing staff happy. Why is this so important?
Read: Half of Canadians spending all or more of their paycheques