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Referrals

Thanks to supportive clients like yourself, our practice has grown steadily by word of mouth. It continues to be a pleasure to visit with people who have been referred by existing clients! A referral is something we feel an advisor earns by doing an exceptional job, and is one of the highest compliments we can receive. We will continue to strive to earn your referrals.

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From the bottom of our hearts, thank you. - Grace, Tim and Dave

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©Plater Financial ++ All rights reserved
Additional marks copyright of their respective owners. Privacy Secured by Wix

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Insurance products, including segregated fund policies, are offered through Plater Financial Inc., and Investment Representatives Tim Plater, Dave McLean and Grace Plater offer mutual funds and referral arrangements through Quadrus Investment Services Ltd. Any activity in relation to Tim Plater’s title as Founder of Plater Financial Inc. is related to insurance business only, and is not the business of/or under the supervision of Quadrus Investment Services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.​

For the Quadrus privacy policy, click here

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be

associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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