First Foundation Signs Partnership Agreement with Professional Investment Services (Canada) Inc.
Alberta-based mortgage brokerage adds in-house financial planning and life insurance services.
Edmonton, Canada, November 24, 2007 --(PR.com)-- First Foundation Inc., a residential-focused Edmonton Mortgage Broker, announced the addition of in-house financial planning and life insurance services in partnership with Professional Investment Services (Canada) Inc.
The new range of services includes complementary investment and asset protection reviews designed to educate clients about how to grow their wealth and protect themselves and their families properly. Products include a full range of RSP-eligible investments, mutual funds, segregated funds and a great selection of life, critical illness, and disability insurance.
"We're proud to now offer our clients a full range of financial services - residential mortgage financing, full-service financial planning, and the protection of family assets through careful life insurance planning," said Gordon McCallum, President and CEO of First Foundation Inc. "The relationship with Professional Investment Services allows us to offer our clients more great reasons to work with us instead of their bank."
"Teaming up with First Foundation is a triple-win. First Foundation can offer a broader range of services to its client base, Professional Investment Services can offer its clients some really unique financing strategies to help them grow their wealth, and the consumer wins because it's a one-stop-shop for these great strategies," said Kyle Jacober of Professional Investment Services.
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For further information contact:
Gordon McCallum
President & CEO
First Foundation Inc.
780-702-7678 ext. 303
Ken Rousselle
CEO
Professional Investment Services (Canada) Inc.
905-944-8411
About First Foundation
First Foundation Residential Mortgages was founded in 2002 in Edmonton, Alberta as a response to growing consumer demand for more competitive mortgage options. The company originates mortgages for many of the largest financial institutions in Canada, including several chartered banks, trust companies, mortgage-backed securities lenders, and credit unions. First Foundation specializes in reducing the overall cost of mortgages for its clients with highly competitive rates and mortgage strategies, such as the popular Smith Manoeuvre. www.firstfoundation.ca
About Professional Investment Services
The Professional Investment Holdings Group was founded in 1996 with its Australian based flagship company, Professional Investment Services - a financial services company based in the Gold Coast Australia. The Company has grown since its inception 10 years ago to become the largest financial planning company in Australia. The Company currently has offices in Australia, China, Hong Kong, Singapore, Malaysia and New Zealand and is associated with over 1,500 advisors and 1,000 accounting practices while employing 200 staff and serving over 600,000 clients. The Company manages Funds under Administration in excess of $17 Billion and $150 million of in-force risk premiums. Professional Investment Services (Canada) Inc. was created with the 2006 acquisition of Generation Financial Corp., a Canadian privately held mutual fund distribution company with a network of experienced financial advisors across Western Canada. www.profinvest.ca
The new range of services includes complementary investment and asset protection reviews designed to educate clients about how to grow their wealth and protect themselves and their families properly. Products include a full range of RSP-eligible investments, mutual funds, segregated funds and a great selection of life, critical illness, and disability insurance.
"We're proud to now offer our clients a full range of financial services - residential mortgage financing, full-service financial planning, and the protection of family assets through careful life insurance planning," said Gordon McCallum, President and CEO of First Foundation Inc. "The relationship with Professional Investment Services allows us to offer our clients more great reasons to work with us instead of their bank."
"Teaming up with First Foundation is a triple-win. First Foundation can offer a broader range of services to its client base, Professional Investment Services can offer its clients some really unique financing strategies to help them grow their wealth, and the consumer wins because it's a one-stop-shop for these great strategies," said Kyle Jacober of Professional Investment Services.
###
For further information contact:
Gordon McCallum
President & CEO
First Foundation Inc.
780-702-7678 ext. 303
Ken Rousselle
CEO
Professional Investment Services (Canada) Inc.
905-944-8411
About First Foundation
First Foundation Residential Mortgages was founded in 2002 in Edmonton, Alberta as a response to growing consumer demand for more competitive mortgage options. The company originates mortgages for many of the largest financial institutions in Canada, including several chartered banks, trust companies, mortgage-backed securities lenders, and credit unions. First Foundation specializes in reducing the overall cost of mortgages for its clients with highly competitive rates and mortgage strategies, such as the popular Smith Manoeuvre. www.firstfoundation.ca
About Professional Investment Services
The Professional Investment Holdings Group was founded in 1996 with its Australian based flagship company, Professional Investment Services - a financial services company based in the Gold Coast Australia. The Company has grown since its inception 10 years ago to become the largest financial planning company in Australia. The Company currently has offices in Australia, China, Hong Kong, Singapore, Malaysia and New Zealand and is associated with over 1,500 advisors and 1,000 accounting practices while employing 200 staff and serving over 600,000 clients. The Company manages Funds under Administration in excess of $17 Billion and $150 million of in-force risk premiums. Professional Investment Services (Canada) Inc. was created with the 2006 acquisition of Generation Financial Corp., a Canadian privately held mutual fund distribution company with a network of experienced financial advisors across Western Canada. www.profinvest.ca
Contact
First Foundation Residential Mortgages
Gordon McCallum
780-702-7678
www.firstfoundation.ca
Ken Rousselle
CEO
Professional Investment Services (Canada) Inc.
905-944-8411
Contact
Gordon McCallum
780-702-7678
www.firstfoundation.ca
Ken Rousselle
CEO
Professional Investment Services (Canada) Inc.
905-944-8411
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