Advisor information for clients
concerning Jeremy Warnick
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.
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, copyright and trademark information
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