I would like to take this opportunity to provide you with a brief disclosure of my business practices in order that you understand how I choose the most suitable products for you. All discussions, plans and transactions remain completely confidential.
I am a Director/Owner of Capital Logic Group Inc. Representing myself or Capital Logic Group Inc. I offer various Insurance, Investments and Tax efficient strategies for individuals as well as corporations. My insurance license permits me to represent many Life Insurance companies offering Life as well as Accident and Sickness products. The majority of my Life insurance and Disability business is with Canada Life, IA and Manulife. I operate as an insurance broker which allows me to put forward the most competitive products to suit your situation.
I am registered under the Alberta and BC securities commissions to offer advice relating to private equity products. An example would be investment offerings relating to Real Estate, Mortgages, Limited Partnerships and various private equity opportunities. TriView Capital is a Registered Exempt Market Dealer across Western Canada and Ontario. TrivView Capital offers additional due diligence, oversees trade suitability and processes all my private equity investment transactions.
Upon Completion of a transaction, the insurer / investment firm pays compensation by way of commission to Capital Logic Group or myself directly. When I am working with another advisor there may be a split of this remuneration. My overall recommendations are based on my analysis and assessment of your financial and security requirements.
For Life Insurance you deal with myself directly operating as a licensed Life and A&S agent in the provinces of AB and BC. As a private equity specialist you will be dealing directly with myself as a Registered Dealing Representative of TriView Capital.
Should you require additional information about my qualifications or the nature of my business relationships, I would be pleased to assist you. References available upon request. I can be reached at (403)208-5276 for further information.
Your business and confidence is respected and appreciated.
Tom Badry