ProfessionalismEducational approachCustomized financial productsFinancial independence guidanceLow cost opportunityPositive environmentHard working staffCareer change opportunitiesSolid long term strategyDiverse culture
About this business
Primerica Financial has been dedicated to helping people since 1986. We helped over 1.3 million Canadian families save for their futures and achieve their financial goals. We teach people how money works, and our mission is to help people make and execute a customized financial plan than any other means possible. Everyone at Primerica will provide the best solutions for your financial goals regardless of your size. We'll give you a lot when you partner with our financial professionals. We want to help you reach your savings goals and walk through your financial journey. Our families will benefit from our goals-based investment approach. Primerica works for everyone, the new investor or the retiree. We also offer access to services and solutions from the most well-established and respected firms in the industry. We have an investment program that suits every individual thanks to our selection of programs and products. Our partners include the best-known investment firms in the industry. These include AGF Investments Inc., Bridgehouse Asset Managers, CI Investments, Dynamic Funds, Fidelity Investments Canadian, Franklin Templeton Investments, Invesco, Mackenzie Investments, Primerica Concert Allocation Series of Funds, and Primerica Life Insurance Company of Canada. Our company provides the Common Sense Funds Family of segregated funds, which includes the Asset Builder Funds III–VII and the Strategic Retirement Income Fund.
Reviews Summary
Reviews for Primerica emphasize their strong financial services and educational focus. The company tackled financial independence, retiring comfortably, protecting one’s family and growing wealth. They offer many opportunities for the side-door income stream, change in career and good financial products. Client reviews focuses the quality and professionalism of advisers who create tailored financial plans and strong financial background. The company received an all-around positive work environment and good leadership reviews for creating a diverse culture and promoting the right thing. The office is also rated amazing. Clients who have been with the company for many years have good reports with how the advisors helped them through different life stages like buying a house and achieving financial independence. The company is also seen as a business opportunity with a low entry cost and potential for high returns. In summary, clients are happy for guiding the company through different life stages and Primerica gives a good business opportunity with positive work environment .
Frequently asked questions
7 questions
What do Primerica Financial clients say about the work?
Clients frequently highlight the educational approach of Primerica, noting how they teach debt management, savings strategies, and retirement preparation. Many appreciate the professionalism of the team and the personalized financial strategies that lead to long-term success.
Does Primerica Financial offer debt management services, and what do clients think about them?
Yes, they provide debt counseling, debt consolidation, and budget planning. Reviewers commend the team's ability to help clients understand their financial situations and create effective plans, leading to significant improvements in their financial health.
Can I get help with retirement planning at Primerica Financial?
Absolutely, they offer retirement savings accounts, pension planning, and retirement income strategies. Clients have expressed satisfaction with the tailored retirement solutions that help them secure their financial futures.
What types of insurance services does Primerica Financial provide?
They offer life insurance, health insurance, and home insurance. Clients appreciate the comprehensive coverage options and the team's commitment to finding the right solutions for their needs.
How does Primerica Financial support clients in developing savings solutions?
They assist with emergency fund setup, savings plan development, and investment savings accounts. Reviewers note that the team emphasizes practical strategies to help families achieve their savings goals effectively.
Does Primerica Financial provide financial education, and how do clients feel about it?
Yes, they offer workshops, one-on-one coaching, and online courses. Clients have praised these educational resources for empowering them with financial knowledge and helping them make informed decisions.
Where is Primerica Financial located?
960 Edgeley Blvd Unit 2A, Vaughan, ON L4K 4V4, Canada
Location & directions
Vaughan, Ontario
Primerica Financial
Wealth Management Companies
Address
960 Edgeley Blvd Unit 2A, Vaughan, ON L4K 4V4, Canada