What do You Need? How can We Help?

I F I S_©

As The President of  I F I S , I 'd like you to know: We're a Montreal-based Independent Brokerage firm serving the needs of Individuals, Companies and Families - in Financial & Insurance Matters since our 'Declaration of Independence' in the Autumn, 1979.

Our clients are usually so pleased with us, that they become clients for multiple services,.and often phone us with friends and associates that they want us to contact.

Our Business is Making Your Matters, What Matter to Us!

During the last number of years, I have been the moderator of the "Dave Philips' Financial Advisory." Recently, I've been The Conference Creator and Leader of the infamous "Money Talk with DAVE PHILIPS" at Media Spectrum, 10 phone-lines, 24 hrs./day at: [514] 366-4109, Conference #25 - SySop: Mr. Garry Shum

SO PLEASE HELP US HELP YOU, BY-

a: Tell us Everything about WHO YOU ARE: Age, gender, job title, marital status, education, number of children, work level - you know, all the background that gives a full picture of WHO YOU ARE, OK? ie: all pertinent info.

b: Tell us Everything about WHAT YOU NEED: Within the frameword of Financial & Insurance services, what do you want to accomplish for yourself? Why? What are YOUR aims, goals, Financial &/or Insurance needs, desires, and aspirations.

c: Tell us the Realistic BUDGET Limitations that YOU have with which to TRY to accomplish your goals - make it easy on yourself by thinking what you can accomplish/save/put-aside on a MONTHLY basis, OK? [$____]

I hope that you find this simply way of communicating Your Needs to US, a convenient method of info-exchange.

Thank you - D. Philip Gladstone




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Go Ahead - Make My Day! Just TRY and has me help!

Here's the information I will need to start to take a look at your situation

- GIVE AS MUCH INFORMTION AS YOU CAN & RETURN YOUR INFO IN EMAIL, SVP -

All info treated with Total Confidentiality & Privacy

- paste the questions into your email reply -

- & simply answer below each point. -

Montreal & Ottawa Area People Only, please! Well... OK! Toronto area folks, too!

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1:Your Full, Real Name

2: Mail Addresses: email -and-snail mail, please

3: What City & what Province do you Live & Work In.

4: Your Date of Birth (or Age & Month of Birth)

5: Male or Female & Married, Living with, Divorced or Single or Combo?

6: What do you Work at? What Are you Trained to Work At?

7: Education Level - Tell Me Yours! (I don't work fields of my University Degrees!)

8: What area of Needs do You have that you want HELP in?

9: Summation by YOU! (Thanks for all your work!)

10: Any other information that You feel is relavent to your case.

Thanks for taking Your time to submit Your confidential information
I will personaly reply to you - and that's a promise that I guarantee I will keep!

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