Excerpt from: Public Comments For Critiqued/Reviewed Business Opportunities
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| February 16, 2008 | | Client of World Financial Group received help growing his portfolio | | Review...
I joined World Financial Group as a client six months ago. I was introduced to the company through a colleague of mine. I had an adviser at the time but have since let him go. He was doing a decent job with asset accumulation, however he did not offer any knowledge or expertise in the way of distribution of the funds in retirement. He was also almost impossible to get a hold of.
What I found at World Financial Group was that they are razor-sharp not only on the growth side but more importantly on the structuring of your portfolio. Ie: RRSP, Non-Reg, PTS (Permanent Tax Shelters). They put together a plan that gets me to my retirement goals.
I really enjoyed the whole process and am more than happy with their service as a client. | | |
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