Allan Norman, M.Sc., CFP, CIM
Atlantis Financial/IQON Financial Inc.
(705)726-6884 x 230
Gold Client Since: 2003
of Our Practice
Atlantis Financial's roots stem from the life insurance business. Today
we have grown into a two tiered financial planning service organization.
The first business unit is made up of a large number of customers with
financial products such as insurance policies and small mutual fund portfolios.
Our income is derived from commissions generated by the purchased products.
The second business unit provides comprehensive financial planning. Our
clients are mainly entrepreneurial business owners. We are paid through
fees and/or commissions.
re Investment Gold
I hope my words properly reflect our extreme satisfaction with both Investment
Gold and your firm's professional services. As you know, 6 months prior
to purchasing Investment Gold we invested in a competitor's GoldMine add-on
product. It was not being used. Your service and training continue to
be exemplary and Investment Gold has come alive in our office. For the
first time we have a specialized computer program which everyone can use
effectively and which everyone recognizes as important to both our business
and our clients. The flexibility of Investment Gold allows us to develop
our business practices our way. The time-saving features such as bridging
with our back office and the ability to export client information and
portfolio details to financial planning software all combine to make Investment
Gold a tool we can no longer do without.