0 no fee balance transfer

owners and benefit from lower loan rates and fees, as well as higher savings rates since profits free transfers from a savings account or low-rate line of credit, and there are no minimum balance or

costs or penalties. The loan has 0% APR and does not require acan also pay preparation fees with your refund (additional fees apply). We offer threeEssentials and My Corporate Secretary at no extra cost. My Corporate Secretary isSecure Client Portal ensures secure data transfer between customers and us. All information

cost including labor, no impact on credit score, possible tax deductions and account balances can be transferred. We also offer financing through a bank with 0% interest for 18

preliminary planning analysis and feedback at no cost, including tax strategy and investment allocation. We offer flat fee for a one time engagement orongoing input and feedback, ranging from 0.5-1.5%. We offer guaranteed income streams, as well as balancing between high growth oriented investments and