Advisor information for clients
concerning Jeremy Warnick

About Me

I am a financial security advisor with Warnick Wealth Management Corp operating as Warnick Wealth Management a subagent for McArthur Financial Services. I have over 20 years experience in the industry. I have my Bachelor or Arts (Economics Major) from the University of Manitoba & Certified Financial Planner designation. Warnick Wealth Management and McArthur Financial are contracted with London Life Insurance Company and certain Managing General Agencies.

Companies I represent

I place insurance business directly with the following companies:

  • London Life Insurance Company
  • The Great West Life Assurance Company
  • Canada Life Assurance Company of Canada

I place insurance business with the following insurance companies through HUB Financial inc, a Managing General Agency (MGA) to address your special needs:

  • Manulife Financial
  • Equitable Life of Canada
  • Sunlife Financial Inc.
  • The Canada Life Assurance Company of Canada
  • Empire Life Insurance Company
  • RBC Insurance
  • IA Financial Group
  • Olympia Benefits Inc.
  • Sirius Benefits Plans Inc. (People Corp)

In addition, I offer certain banking products from National Bank of Canada under the Solutions BankingTM brand.

Nature of relationship with companies I represent

No insurer holds an ownership interest in Warnick Wealth Management or McArthur Financial Services, nor does Warnick Wealth Management or McArthur Financial Services hold a significant interest in any insurance company.

Compensation

If you choose to purchase a product through me, Warnick Wealth Management or McArthur Financial Services will be paid by the company that offers that product. Warnick Wealth Management or McArthur Financial Services is compensated by a sales commission for most products at the time of sale, and may receive a renewal (or service) commission if you retain that policy with the insurance company. For certain products, Warnick Wealth Management or McArthur Financial Services may receive a referral fee.

Warnick Wealth Management Corp and McArthur Financial Services may also be eligible for additional compensation, such as bonuses and non-monetary benefits, such as travel incentives. This compensation depends on various factors such as the volume or retention of business placed with a particular company during a given time period.

Conflict of interest

I take the potential of a conflict of interest seriously. The following situation may be perceived to be a potential conflict of interest between me, Warnick Wealth Management and/or McArthur Financial Services and you, with respect to my recommendations to you. Please take this matter into consideration before acting upon my recommendation I may make. My overall recommendation will take into consideration, and will be based on my analysis of, your financial security needs.

Relationship with Quadrus Investment Services

Mortgage referrals and insurance products, including segregated fund policies, are offered through McArthur Financial Services, and Investment Representative Jeremy Warnick offers mutual funds through Quadrus Investment Services Ltd.

Quadrus Investment Services Ltd. logo and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

Communication via Email

 

About this Statement

This statement has been prepared by Jeremy Warnick and Jeremy Warnick alone is responsible for its accuracy.

Legal disclaimer

Legal, copyright and trademark information

Use of this Web site is governed by the following terms and conditions which are subject to change without notice to you. Please read them carefully before using this site.

Limited license and use

Warnick Wealth Management (the “Corporation”) grants you a limited licence to display the contents of this site on your computer and print, download and use the materials on this site solely for personal or educational purposes and for purposes of doing business with the Corporation, provided that the contents of the site are not modified in any way and that all copyright and other notices are maintained. You agree not to, or allow others to, directly or indirectly, attempt or actually disrupt, impair or interfere with, alter or modify this site or any of its content. You agree not to, or allow others to, directly or indirectly, collect or attempt to collect any information about others, including passwords, account or other information. In order to use this site, you must have attained the minimum prescribed age in the jurisdiction in which you are resident to contract for the products and services.

This site is for general information purposes only and is not intended to provide you with any personalized financial, insurance, legal, accounting, tax or other professional advice. You will not rely on this site as a substitute for independent research or for personal advice from a financial security advisor of the Corporation or any other appropriate professional advisor.

Nothing on this site constitutes an offer to buy or sell products or services of London Life, its affiliated companies or suppliers. All products and services are subject to the terms and conditions of any applicable contracts. London Life products and services and those of third parties which may be referred to on this site are available only in jurisdictions where they may be lawfully offered for sale in Canada. The Corporations may only solicit the sale of financial products and services for which the Corporation has been duly licensed in the jurisdiction in which the sale occurs. The use and content of this site, and the terms and conditions contained herein, shall be governed by the laws of the province in which the Corporation conducts business and you agree to attorn to the jurisdiction of the courts of that province.

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E-mail security

The security of e-mail communication cannot be guaranteed at this time. Any person wishing to communicate or send information of a private or confidential nature to the Corporation is encouraged to do so by other means.

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This site has been developed by the Corporation. The contents of this site are the property of the Corporation and third parties whose information or materials are contained on the site. All information and materials contained on this site are protected by copyright, trademark and other intellectual property laws of Canada and other countries. Subject to the limited license to use this site as described above, no person may copy, redistribute, reproduce or republish in any form, or link to this site or its contents in any manner whatsoever, including by way of hyperlinks or framing, unless that person has obtained the prior written consent of the Corporation. Any infringement of the rights of the Corporation may result in appropriate legal action.

Trademarks

The Corporation owns or has obtained the right to use by license or otherwise the trademarks used on or in connection with the goods and services provided. The trademarks are protected by Canadian and foreign trademark laws. All rights reserved. The display of trademarks on this site shall not in any way be construed as an implied license to use such trademarks.

General disclaimer

* The content of this site is provided solely for personal and educational purposes and for purposes of doing business with the Corporation and is subject to modification without notice to you. While information posted on this site is believed to be reliable and accurate at the time of posting, the Corporation does not guarantee, represent or warrant that the information contained on this site is accurate, complete, reliable, verified or error free.
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