APlus Mortgage Client Loyalty Program

 

APlus Group of Companies is locally owned and has been in business for 30+ years.  Providing clients with exceptional service in the Employer/Employee Benefits, Insurance, Investments, Income Tax and Mortgage Business.

 

  1. You will receive a Preferred Client Card with Discounts to various businesses

 

  1. You will receive $500 worth of gift cards on closing of a New Mortgage, Switch/Refinancing of existing Mortgage1
    1. No fee for our Services
    2. Mortgage Lenders Used by APlus (Scotiabank, TD Bank, B2B Bank, Manulife Bank, First National, Street Capital, Home Trust, Equitable Bank, Lendwise/Merix, ETC...)
    3. Discount available with Preferred Lawyers on Lawyers mortgage closing fees
    4. RRSP Loans available for First Time Home Buyers2

 

  1. Employee & Spouse Personal Income Tax Preparation3
    1. If required Tax Planning offered by APlus Accounting Services
    2. RRSP Loans Available

 

  1. Kid Konnection Program (Up to age 17)
    1. Contests (Coloring, Photo, Story, etc..)
    2. Yearly events (Different Events (Christmas, Halloween costume, Easter,)
    3. Annual Birthday card with Gift card
    4. Children participating in the Kid Konnection Program will be eligible to receive a $500 contribution to RESP Plan in our Annual RESP Draw4

     5. Upon request by client, APlus will provide a Will Planning Kit (If Lawyer is required, a discount is offered by our Preferred Partnership Program)

     6. Upon request by client, Retirement & Financial Planning Annual Meeting5 with one of APlus Financial Advisors.

     7. Monthly Newsletter – Offered by APlus Group of Companies

     8. Annual Family Fun Day (2nd Saturday in July) – Inception Date: July 2015 at Pippy Park

 

1   Mortgage provided by APlus Mortgage Group (Franchise of Mortgage Alliance)

2  Upon Qualification

3  Income Tax Prepared by APlus Accounting Services

4  Offered by APlus Insurance/Financial Group Inc. (Licensed by Ivari)

5  Offered by APlus RESP Program (Offered through Global and Manulife)

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