Synergy Financial Group | Why Choose Synergy
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Our Value Proposition

Why Choose Us…

We strive to ensure our Value Proposition is all about you! While most advisors focus on the value of what you own, we at Synergy Financial Group focus on what it is you value. This ensures that your financial security plan aligns with your goals and your objectives.

Because we first seek to understand what your goals and objectives are, we are able to deliver realistic solutions to you, your family, and all that you have built.

In order to accomplish this, we believe there are two ways to approach your financial security planning:

Strategy Optimization; this is where you know what you need, but are unsure which solution is best.

Wealth Optimization; this is where you have financial stuff everywhere, but unsure how it translates into a proper financial plan.

That is why at Synergy Financial Group our motto is

Plan for Tomorrow – Live for Today

What Others are Saying …

What Others are Saying …

Pat, President and CEO – Birchill Canada LP

 

Which financial principle do you identify with most?

    Appropriate risk vs rate of return received

 

What is the one thing you appreciate most in working with a financial security advisor?

    Personal, customized service all based on trust

 

What was your biggest fear before deciding to work with Synergy Financial Group?

    Do I really need life insurance? Should I self-insure? Will life insurance be a non-performing asset?

 

How has working with Synergy Financial Group changed the way you feel about your financial security?

    It was an interesting process and time investment to understand how and why life insurance fits as a component part in my investment portfolio. At the end of the process, I concluded that life insurance is a stable fixed income vehicle and in addition, a tax efficient method to transfer wealth to the next generation. I also concluded that the benefits outweighed the alternative of self-insuring.

 

Can you think of a word or phrase that best describes your relationship with Synergy Financial Group?

    Trusted financial advisor & friend.

 

If you were to recommend Synergy Financial Group to your best friend, what would you say to them?

    Based on my 15+ year relationship with Will and having received exceptional service through purchasing a multitude of insurance products over that period of time, I’d tell them that Will is a good friend and competent advisor that I highly recommend. The purchase decision is one thing, but of equal importance is the follow-up service over the life of the policy.

Sam, CFO – Enersul

 

Which financial principle do you identify with most?

    Save before you spend, avoid taking on too much debt

 

What is one thing you appreciate most about working with a financial security advisor?

    Simplicity, able to provide me with “one stop shopping” for insurance and investments

 

What was your biggest fear before deciding to work with Synergy Financial Group?

    Mixing business with pleasure and ensuring a competitive fee structure

 

How was working with Synergy Financial Group changed the way you feel about your financial security?

    I’ve seen consistent growth and provided me with better clarity towards the future

 

Can you think of a word or phrase that best describes your relationship with Synergy Financial Group?

    Trust

 

If you were to recommend Synergy Financial Group to your best friend, what would you say to them?

    Synergy pays attention to detail, they provide great personal service and are pro-active on offering advice such as tax efficient corporate class funds

Andrew, Managing Director – Camcor Partners Inc

 

Which financial principle do you identify with most?

    There is no free lunch

 

What is the one thing you appreciate most in working with a financial security advisor?

    An independent view to offer suggestions, challenge assumptions, bring a different perspective

 

What was your biggest fear before deciding to work with Synergy Financial Group?

    If there really was any value in the products and services provided

 

How has working with Synergy Financial Group changed the way you feel about your financial security?

    I am far more confident that my financial plan and family’s security has greater stability

 

Can you think of a particular word or phrase that best describes your relationship with Synergy Financial Group?

    Trusted reliance

 

If you were to recommend myself or Synergy Financial Group to your best friend, what would you say to them?

    You won’t be disappointed