Our Strategy & Vision

Responsibility To Our Clients

At Achieve Financial Independence Group (AFIG), we are committed to turning your dreams into reality. 

Your Financial Potential

We are a group of licensed and experienced financial professionals who specialize in investments, insurance, and financial planning.

More Products, Lower Fees

In 2009, I created AFIG  to allow me to work with my clients for their benefit, by providing a wider range of products with much lower fees.

Testimonials

What Our Clients Are Saying

My wife and I are both young professionals and we got married last year. We felt we knew a lot about money and how to plan for our future. Many of our close friends had been recommending to go see John at AFIG for some time. We both agreed it would be a good idea to get everything we had on the same page using professional guidance. Setting up the appointment was very easy and worked with our busy schedules.

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Chris & Courtney

I was glad to leave our feedback just because you really do great job and provide great service. Every time when we have a question, we receive professional answer quickly. Every time if we need to meet, John is ready to go to another city to make it possible. Your finance advices are honest, wise and effective. We are very glad to have business with you. Thank you a lot.

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Svetlana

Every time I call the office and have a question regarding my accounts through AFIG, Angela, is always more than helpful. She is friendly, knowledgeable, and prompt with her responses. Most of all, she is always enjoyable to chat with. Thanks Angela!
 

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Bonnie

For someone who doesn’t know a lot about investments, I always feel secure that advice I receive is personalized to my situation and explained to me in language I can understand. I appreciate the fact that any concerns I have can be resolved in a phone call or email. AFIG has always been very approachable, knowledgeable and available for me. I appreciate their honest approach to my portfolio.

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Karen

I was referred to John Trudel roughly 5 years ago through a co-worker. At the time I had RRSP’s, savings and a mortgage. I met with John and he took the time to ascertain what was important to me and how my personally would fit with the various options he had at his disposal. From there he gave me my choices and let ME decide what I wanted. No pressure, not sales pitches, nothing. He let me decide what I wanted and take as long as I needed to decide, which was important to me. Further to that he ensured I understood everything he was talking about prior to leaving. In the 5 years since I have done a lot of communication with John and his team including Jenn Dalheimer. They are always extremely prompt in their responses and very knowledgeable. The “customer” service is fantastic. I not only recommend John and his team to my friends and family, I encourage them to talk to him before any big financial decisions.

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Jordan

Your company is great in getting back to us when we have questions and the service is good thank you.

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Simone