Centre Financial Corporation

 “One Stop Financial Services”

Our objective is to provide our clients superior investment planning and risk management advice.

Investment Planning Process

• Consult with our clients to determine the annual return required on assets to meet the clients objectives.

• Develop an asset allocation model using software to provide the growth required on assets

• Meet with clients to review results.

Risk Management Process

Provide our clients with Planning advice to allow the choice of appropriate products, to meet the clients objectives in the following:

• Estate Conservation
  
• Term Insurance
  
• Disability Protection
  
• Critical Illness
  
• Long Term Care