Advisor Disclosure for Clients concerning: Lilac Cana
About Me
I am a financial broker, and I seek to provide the best products and services to meet the individual needs of my clients.
I represent a number of insurers, and am licensed to sell life and health insurance in Ontario. I work independently with EXPERIOR FINANCIAL GROUP, as my Managing General Agent (MGA) in Ontario.
Companies I represent
The companies I represent and place the majority of business through are:
- Industrial Alliance
- IA Excellence
- La Capitale
- SSQ Insurance and Investments
- Foresters Life
- CPP (Canada Protection Plan)
- FaithLife Financial
- Assumption Life
- Equitable Life
- Canada Life
- IVARI
- UL Mutual
- Travelance
- LegalShield Canada
- Manulife Financial Group
Nature of relationship with companies I represent
No insurer holds an ownership interest in my business, nor do I hold a significant interest in any insurance company.
A copy of my active contracts with companies I represent can be obtained upon request.
Compensation
If you choose to purchase a product through me, I will be paid by the company that offers that product. I am compensated by a sales commission for most products at the time of sale, and may receive a renewal (or service) commission if you retain that policy with the insurance company. For certain products, I may receive a referral fee.
I may also be eligible for additional compensation, such as bonuses and non-monetary benefits, such as travel incentives. This compensation depends on various factors such as the volume or retention of business placed with a particular company during a given time period.
Conflict of interest
I take the potential of a conflict of interest seriously. I will notify you if there is a conflict of interest with regards to my recommendations to you. My overall recommendation will take into consideration, and will be based on, our analysis of your financial security needs and the most cost-effective solution for your financial needs.
This statement has been prepared by Lilac L. Caña, who alone is responsible for its accuracy.
Creating personalized solutions to help you achieve your financial goals and dreams
CANA WEALTH SOLUTIONS
4633 Glen Erin Drive, Mississauga, Ontario, Canada L5M 0Y6
Lilac Cana: 416.727.4839 | L.P. Cana: 416.875.4456
Email: [email protected] | [email protected]
4633 Glen Erin Drive, Mississauga, Ontario, Canada L5M 0Y6
Lilac Cana: 416.727.4839 | L.P. Cana: 416.875.4456
Email: [email protected] | [email protected]