First Foundation and Slate Insurance join forces to better serve clients
For immediate release
AUGUST 3, 2017, ALBERTA – First Foundation and Slate Insurance have united in a joint venture to offer clients a better and more cost-effective way to streamline their financial, insurance and mortgage-service needs.
“Our clients will continue to receive their current products and services the way they want, in person or online,” says Gord Tulk, President , Slate Insurance Inc.. “We have just made it easier for them to access all of their insurance, mortgage and financial planning needs in one place, while still benefiting from our mutual local, relationship-based approach.”
Together, the companies now serve clients across Alberta online and in three locations: two in Red Deer and one in Edmonton. The full suite of products and services include:
Mortgage: Fixed and variable-rate mortgages, home equity lines of credit, bridge financing, pre-approvals, refinancing, mortgage renewals, second-property loans, construction financing
Financial: Personal loans and lines of credit, savings and investments (e.g., registered retirement savings plans, tax free savings plans), financial planning, debt consolidation, pensions
Insurance: Auto, home, business, life, recreational vehicle, travel and layoff insurance, health care spending accounts, Employee and owner benefits plans and health spending accounts, disability, critical illness
Not only will clients be able to access more services, but, over time, they will save money. “This joint venture makes our operations more efficient by sharing resources, and we intend to pass those savings directly to our clients,” explains Gordon McCallum, President, First Foundation. “As always, we’ll continue to offer clients discounts for having multiple products with us.”
Mortgage brokers. Financial planners. Insurance brokers. We provide the choice, advice, and competitive rates of an independent brokerage with the same one-stop convenience of a branch. Whether clients need an independent mortgage broker, insurance for their home, car or business, or a life insurance and financial advisor, First Foundation offers speedy, convenient service, in person or online. Own. Grow. Protect.
Financial security advice and products to small business owners, executives and their employees. As a true brokerage, we offer the most cost-efficient and effective insurance and group benefits products on the market.
Please direct media inquiries to:
Gordon McCallum, President
Gord Tulk, President
Slate Insurance Inc.