Travel Medical
Coverage

Advantage Account
Daily interest
excellent rates.

LifeCheque
Critical Illness Insurance.

Long Term Care

 

financial advisor

Advantage Account
Personal

Get more for your money with a personal
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

 

Access to your funds at any time by cheque, ABM withdrawals and direct payment purchases in Canada and internationally

 

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 or monthly account maintenance.

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

 

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

 

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

 

Include a photocopy of one piece of government issued identification with your signature or enclose a personalized cheque drawn on a Canadian financial institution and payable to YOURSELF 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