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MDRT

 

Memberships
Frank is proudly a member of the following organizations. His involvement is notable and significant, as it carries into his work ethic at the office and out on appointments. With these strong and grounded principals, Frank is able to conduct business in an effective and efficient manner.

MDRT
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 43,000 members, or less than 1 percent, of the world's life insurance and financial services professionals from 500 companies in more than 67 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Advocis
Advocis, The Financial Advisors Association of Canada, provides a platform of knowledge, advocacy, community and protection enhancing the professionalism of financial advisors and planners in the best interest of the consumer.

The Society of Registered Financial Consultants of Canada, Ltd
The Society of Registered Financial Consultants of Canada (IARFC) was formed to elevate the financial professional as well as the astute clientele in their quest to create financial security. The society is a nonprofit professional credential organization of proven financial professionals that foster public confidence in the financial planning profession, helps financial advisors exchange planning techniques and offers deserved recognition to those practitioners who are truly committed to ethical standards and continuous professional education.

Supporting you with a team of experts
When specialized expertise in a specific area is required, through Freedom 55 Financial, Andreoli Financial Services Inc. has access to a team of experts:

  • Directors, business development
  • Retirement and investment services managers
  • Life product managers
  • Mortgage specialists
  • Tax and estate planning consultants
  • Private wealth counsellors
  • Group product specialists
  • Employee benefit specialists
  • Living benefits specialists

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