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Lepper Financial Services| Welland ON

Corporate Advisor Disclosure Statement

In accordance with the Provincial Insurance Act, we declare that as an Incorporated Advisor, we are duly licensed in the Province of Ontario. We currently hold licenses in A&S (Accident & Sickness) and Life Insurance: 1984250 ONTARIO LTD. o/a LEPPER FINANCIAL SERVICES License Number: 36581M

We are affiliated with PPI Solutions Inc. who act as our MGA (Managing General Agency)

Through this affiliation, we are able to offer clients insurance and investment products underwritten by the following companies:

  • Assumption Life
  • BMO Life
  • Canada Life
  • Canada Protection Plan
  • Desjardins
  • Empire Life
  • Equitable Life
  • Foresters Financial
  • Humania Assurance
  • iA Excellence
  • Industrial Alliance
  • ivari
  • Manulife Financial
  • RBC Insurance
  • SSQ Insurance
  • Sun Life
  • The Edge Benefits

If you choose a product through us, we will be paid a sales commission by the company that provides the product you purchase. We may receive a renewal/service commission if you keep that policy in force.

We may also be eligible for additional compensation such as bonuses, or non-monetary benefits such as travel incentives/conferences, depending on various factors such as the volume or persistency of business that we place during a given time period.

We further confirm that, other than disclosed herein, there is no conflict of interest in regard to the sale of the product you are considering and that our overall recommendation is based on our analysis and assessment of your financial needs. Any recommendation we make will be appropriate for your circumstances, taking into account the features, price and suitability of the insurance product selected, and any other relevant factors.

Should you require additional information about our qualifications or the nature of our business relationships, we would be pleased to answer any questions you have.