Client Disclosure Notice 

Licensing
iClick Financial Services is licensed to sell Insurance in the provinces of British Columbia, Alberta, and Ontario.

Companies we are contracted with
We currently hold broker contracts with the following Insurance companies:

Specialty Life Insurance

Canada Protection Plan

Relationship with the companies we are contracted with
No Insurance company holds an ownership interest in our business, nor do we hold an interest in any Insurance company.

Compensation
If you choose to purchase a financial product through us, we will be paid a sales commission from the company that provides the product. We may receive a renewal (or service) commission if you keep your financial products for years to come. While we are paid commissions by Insurance Companies, no Insurance Company holds an interest in our business. Your financial objectives are our first priority.

Conflict of Interest
We take the potential of a conflict of interest seriously. We will notify you if there is a conflict of interest of which we become aware in regards to our recommendations to you. Our overall recommendations will be based on our analysis of your financial security needs.

More information
Should you require additional information about our qualifications or the nature of my business relationships, we would be pleased to assist you.