Travel Medical
Coverage

Advantage Account
Daily interest
excellent rates.

LifeCheque
Critical Illness Insurance.

Long Term Care

 

financial advisor

Advantage Account
Business

Get more for your money with a business
daily interest Advantage Account

With this account, you earn daily interest rates that are higher than most competitors’ short term GICs and you’ll have access to your funds at any time.  These features make the Advantage Account one of the most attractive accounts in the marketplace.

The Advantage Account - a smart choice - for all the right reasons:

 

Investment grade rates

 

Your funds are never locked in - no withdrawal restrictions or penalties

 

Convenient alternative to GICs - no need to keep track of re-investment dates

 

No fees for chequing and pre-authorized payments

 

No charge for monthly statements

To open an Advantage Account for your business here’s what you need to do:

 

Contact Paul Lauzon - he will mail you out your Business Account Application

 

Complete the Funds Transfer Agreement if you wish to make fund transfer deposits over the phone or by fax

 

Complete and sign the Agreements

 

We Will require a copy of your Registration, Borrowing Bylaw and Resolution (if applicable)

 

Write a cheque payable to your company as your first deposit

 

Return the Completed documents to Paul Lauzon

For a free financial consultation or information on any subject of interest please phone, email or fill in the form on contact us page.

Lauzon Financial Advisors Inc
203-1470 St Paul St, Kelowna BC V1Y 2E6
Phone: 250-717-8444         Fax: 250-717-1661
Toll Free: 877-717-8444
E-mail:
paul@lauzonfinancial.com