MLI Insurance & Advisory

03/12/2024

Wealth Preservation with Growth - stop the freefall, plan properly with us for a great retirement!

03/17/2020

A great way to keep up with what is happening with covid19.

Johns Hopkins experts in global public health, infectious disease, and emergency preparedness have been at the forefront of the international response to COVID-19.

12/06/2018

https://www.huffingtonpost.com/wm-scott-page/3-powerful-secrets-the-we_b_7494292.html

While we can't all expect to join the ranks of high-net-worth Americans, we can employ the same financial tools to protect our personal fortunes and pay ...

11/19/2018

IT'S YOUR MONEY - ONLY INVEST WITH THE BEST!

5 months ago we completely revamped the financial services offering from Mortgage Logic and MLI Insurance & Advisory. We made the decision to partner with high end portfolio managers and provide our clients with the best money managers in the country with the best track records. Traditionally these wealth managers have been dedicated to high net worth individuals with $500k-$1 million+ of investible assets. Thanks to technology and innovation we are now able to bring these same managers to our clients with any amount of investment. We feel strongly that our approach is a superior offering to the status quo of the banks & mutual fund industry, which is what most are doing.

Meeting and beating the benchmark stock market indices (such as the S&P 500) is what all money managers strive to do but most do not. The traditional approach of having your money with the banks or long time mutual fund companies is not the best place for your RSP's or TFSA's. Having your investments with the same private wealth managers that very wealthy people use is how to get ahead.

A financial plan is an integral part of personal finance. Knowing how much you need to have tucked away for events like retirement are a must to inform how you will get there. At MLI Insurance & Advisory we pride ourselves at building financial plans for all of our clients.

-Are you happy with the growth of your investments?

-Has your advisor taken the time to build a financial plan?

-How much money will you need to retire?

For researched, proven, best solutions call us today.

11/15/2018

This year we completely revamped the financial services offering from Mortgage Logic and MLI Insurance & Advisory. We made the decision to partner with high-end portfolio managers and provide our clients with the best money managers in the country with the best track records. Traditionally these wealth managers have been dedicated to high net worth individuals with $500k-$1 million+ of investible assets. Thanks to technology and innovation we are now able to bring these same managers to our clients with any amount of investment. We feel strongly that our approach is a superior offering to the status quo of the banks & mutual fund industry, which is what most are doing.

Meeting and beating the benchmark indices (such as the S&P 500) is what all money managers strive to do and most do not. The traditional approach of having your money with the banks or long-time mutual fund companies is not the best place for your RSP's or TFSA's. Having your investments with the same private wealth managers that very wealthy people use is how to get ahead.

A financial plan is an integral part of personal finance. Knowing how much you need to have tucked away for events like retirement are a must to inform how you will get there. At MLI Insurance & Advisory we pride ourselves at building financial plans for all of our clients.

-Are you happy with the growth of your investments?
-Has your advisor taken the time to build a financial plan?
-How much money will you need to retire?

For researched proven best solutions call us today.

02/26/2018