Helping you achieve your goals... it's what we do!

What We Do…

PARTNER WITH US
TFC Financial

Your Financial Wellness is Our Priority

At TFC Financial, our approach to financial advice is centred around you…
your goals, your dreams, and your financial future. We’re here to help you create a path to financial wellness and support you in achieving your lifestyle aspirations.

Managing your money. Building wealth. Securing your future.

These are significant goals, and we understand that they can feel overwhelming without the right knowledge and expertise. That’s where we come in. Our team at TFC Financial partners with you to truly understand your unique goals and develop a clear, actionable plan to help you get there.

Together, we’ll make complex financial decisions easier to navigate, and we’ll be with you every step of the way on your journey toward lasting financial success.

How we will help you to achieve your financial goals

Understanding the financial advice process

1 - Getting to know you...
TFC Financial Logo

What do you need to do?
Together, we will complete an initial “fact find” process to help us to understand more about you – current and future.

TFC Financial Logo

What do you need to do?
While we conduct our research and investigations, you will have time to reflect on our initial conversation and raise any additional thoughts you may have.

TFC Financial Logo

What do you need to do?
Ask any questions to ensure your understanding of the recommended strategies and associated advice.

TFC Financial Logo

What do you need to do?
Our team will be in contact with you when the plan is complete, to schedule a time for plan presentation.

TFC Financial Logo

What do you need to do?
We will work through the Statement of Advice making sure you understand the recommended strategies and the costs associated with our advice.

TFC Financial Logo

What do you need to do?
If you agree to the recommendations, we will provide you with the required forms for you to sign to implement the strategy and product recommendations.

TFC Financial Logo

What do you need to do?

As an engaged client on an Annual Agreement, you agree to meet with us at least annually to review your goals and circumstances, and you are welcome to contact our office as needed for support. Alternatively, our team is happy to engage with you on an adhoc basis (fees will be quoted at time of engagement).

TFC Financial Corporate

Why work with a Financial Advisor?

Because that relationship may be one of your best investments.

Partner with Us
Midnight Blue Lumos
Why Choose An Advisor From TFC Financial?

TFC Financial offer professional financial advice that will provide you with a clear path to achieve your financial goals…

and that’s an investment worth making.

Client Success Stories