Versatile Advantage

At Versatile Financial Group we have been providing independent advice and client oriented solutions for over 19 years. Our unique approach to comprehensive financial planning and wealth management sets you on the right course to achieving your goals in providing sound financial advise.

Sales Concept

Unique tax effective concepts
- Leveraging
- Insured Retirement Tax Strategies
Ideas in action, multi-media presentations
Insured RRSP/RRIF tax liability concepts
Estate Planning
Capital Transfer
Versatile Wealth Accumulator
Capital Dividend Bond

Technical Support

Professional development
Individual case support
Lead generation through seminars
Personalized one-on-one software support
In-house continuing education credits
Expertise in taxation available
Legal counsel on hand

Administrative Support

Highly motivated and knowledgeable staff
State-of-the-art office automation, including daily reports and on-line services
Innovative back-office system
Processing of applications and follow through
Ordering of medicals and follow-through
Assistance with regulatory requirements
Licensing
E & O
CE credits

Underwriting Support

Continuous tracking of case progress
Direct branch contact with assigned underwriter
Life application input on-line
Follow-up on APS
On-line with Medisys and Medifast

While everyone promises the moon and don't deliver, we at Versatile Financial Group are committed to providing the most complete solution to the independent financial professional by doing it and not just saying it.