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Corporate Services

Second Opinion Investors Services Inc is the only firm in Canada that offers financial literacy seminars and guarantees the results. Employees who attend our financial literacy seminar must pass the literacy test or there is no charge to the employer. Participants in the program receive a certificate from a recognized educational institution upon successful completion of the financial literacy test. Read our corporate services mission statement.

 

Guaranteed Result - Employee Financial Literacy Programs (GEL™)

• financial literacy (Basic – GEL™)
• financial literacy (Advanced – GEL™)
• literacy testing

For more information please contact info@secondopinions.ca

 

Group seminars and workshops

• Investing basics
• Portfolio monitoring
• Budgeting and goal setting

For more information please contact info@secondopinions.ca

 

One-on-one services

• Basic financial planning
• Comprehensive financial planning
• Retirement planning
• Pension versus lump sum analysis
• Termination/retirement counselling
• Survivor benefit consulting

For more information please contact info@secondopinions.ca