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Wealth Concept Financial Services Inc. - Proudly servicing clients since 2000!

Financial SolutionsEveryone's financial situation is unique.  At Wealth Concept Financial, we provide professional advice to help individuals make sound financial decisions.  In addition, we educate on how to utilize financial tools in order to achieve fin

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Wealth Concept Financial Services Inc. - Proudly servicing clients since 2000! | wealthconcept.ca Reviews

https://wealthconcept.ca

Financial SolutionsEveryone's financial situation is unique.  At Wealth Concept Financial, we provide professional advice to help individuals make sound financial decisions.  In addition, we educate on how to utilize financial tools in order to achieve fin

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1

Wealth Concept Financial Services Inc. - Important Disclosure to our clients and prospects

http://www.wealthconcept.ca/disclosure

Wealth Concept Financial Services Inc. Wealth Concept Financial Services Inc. Disclosure to Mutual Fund Clients. Important Disclosure to our clients and prospects. As an independent broker, the laws governing life insurance agents in Canada and the Code of Ethics. When our clients buy a products, we place this business through a MGA (Managing General Agent) Aimity Financial Group Inc. Web Hosting by Yahoo! Wealth Concept Financial Services Inc.

2

Wealth Concept Financial Services Inc. - Important Disclosure to Mutual Fund Clients

http://www.wealthconcept.ca/disclosure/disclosure_to_mutual_fund_clients

Wealth Concept Financial Services Inc. Wealth Concept Financial Services Inc. Disclosure to Mutual Fund Clients. Important Disclosure to Mutual Fund Clients. Some of our advisors hold Mutual Fund license which allows them to provide Mutual Fund services through their Mutual Fund Dealer, Investia Financial Services Inc. It is important that any products and services offered by Wealth Concept Financial Services Inc. are not offered through Investia Financial Services Inc. Chi Kin Danny Chu.

3

Wealth Concept Financial Services Inc. - Policy and Procedures

http://www.wealthconcept.ca/policy_and_procedures

Wealth Concept Financial Services Inc. Wealth Concept Financial Services Inc. Disclosure to Mutual Fund Clients. Anti Money Laundrying and. What is Money Laundering and Anti Terrorist Financing? Web Hosting by Yahoo! Wealth Concept Financial Services Inc.

4

Wealth Concept Financial Services Inc. - Mission Statement to our stakeholders

http://www.wealthconcept.ca/about_us/mission_statement

Wealth Concept Financial Services Inc. Wealth Concept Financial Services Inc. Disclosure to Mutual Fund Clients. Mission Statement to our stakeholders. It is our responsibility to competently maintain the code of ethics. Outlined by our regulators and MGA to fulfills the standards compliant best practices. Our mission is to professionally develop client-focused benefits by making a difference to lead, coach and teach our clients, so that we may endeavor through continuous improvements.

5

Wealth Concept Financial Services Inc. - About Us

http://www.wealthconcept.ca/about_us

Wealth Concept Financial Services Inc. Wealth Concept Financial Services Inc. Disclosure to Mutual Fund Clients. Wealth Concept Financial focuses on clients benefit based on their needs and wants instead of on what products and service we carry. Our hours are flexible to suit your busy schedule and we can assure you that aggressive selling tactics are prohibited at Wealth Concept. Chi Kin Danny Chu,. Contact phone number: 1-416-616-9195. Email: danny chu@wealthconcept.ca. Life Insurance Licensed in 2001.

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Wealth Concept Financial Services Inc. - Proudly servicing clients since 2000!

Wealth Concept Financial Services Inc. Wealth Concept Financial Services Inc. Disclosure to Mutual Fund Clients. Proudly servicing clients since 2000! Everyones financial situation is unique. At Wealth Concept Financial, we provide professional advice to help individuals make sound financial decisions. In addition, we educate on how to utilize financial tools in order to achieve financial goals as individuals continue through difference life stages. With support from Aimity Finacial Group.

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