Lydia's her girl

The scenario

  • Name: Cynthia
  • Situation: Withdrawing money from her LIF
  • Investment knowledge: Average

A helping hand

The scenario

  • Name: Sara
  • Situation: Doesn't have time to manage her own investments
  • Investment knowledge: Average

Fees and personal service make a big difference

The scenario

  • Name: Ron
  • Situation: Wanted to transfer his investments
  • Investment knowledge: Average

So glad he took the call

The scenario

  • Name: David
  • Situation: He hasn't taken the time to review his investments since he enrolled in the Group Choices savings plan
  • Investment knowledge: Above average

An unsure investor gains confidence

The scenario

  • Name: April
  • Situation: Concerned about possible losses and needs investment advice
  • Investment knowledge: Limited