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Expanding Your Investment Horizon

Status Financial was founded in 1996 with the goal of creating a financial services company to provide comprehensive professional advice to help clients achieve their lifetime goals. 

As a Mutual Fund Dealer and Life Insurance Brokerage, Status Financial is well positioned to offer a wide range of investment and insurance products and services. 

Our objective is to help our clients achieve their lifetime goals and desired quality of life through a more personalized and informed approach to financial planning.

We believe that: 

  • every client should work closely with a Financial Advisor to help ensure that they plan properly to achieve their goals 
  • by working closely with a Financial Advisor a client will be more likely to achieve investment and financial success 
  • every client, no matter what their investment goals, can benefit from the assistance of an investment professional especially if you and your Advisor are committed to working together over the long term.

Most investors recognize the importance of consulting a professional to determine a retirement savings strategy. But an Advisor can do a lot more than provide timely assistance during RRSP season. An Advisor is an invaluable resource all year long and during all stages of your financial life.

Where do you start? First, work with your Advisor to create a financial plan to pursue your dreams. Sit down together to discuss both your short- and long-term objectives and what you can do to plan ahead and, on an ongoing basis, to manage investment goals with your Financial Advisor. 

Don't hesitate to return to your Advisor again and again or to ask what else he or she can do for you? Remember, life events the birth of a child, a change in marital or work status, a one-time expense or windfall &ndash may require a shift in your investment strategy. If you find yourself wondering if it is time for a change, give your Advisor a call. He or she will be more than happy to review your situation and make recommendations for adjustments if necessary.