What to Expect When Meeting With an Experior Financial Advisor

Author:Shelden SmollanChief Experience Officer
Shawn Redford
Reviewed by:Shawn RedfordChief Business Development Officer
15 February 2020
Minute Read

Information and tips on what you should expect when meeting an Experior Financial Advisor for the first time.

A young couple meeting with an agent for the first time
Process to Achieve infographic

Our Financial Advisors are Licensed.  This means they have studied, trained, tested and become licensed in order to be able to assist you in creating a financial pathway that works for you.

When you meet with your Advisor for the first time, he or she will discuss with you, your unique financial situation and gather information that will help to develop your free, no obligation custom financial needs analysis.

An Experior Financial Advisor will discuss with you the financial goals that you will want to reach in the short term and the long term.

Creating a financial pathway for you that will work to meet your goals and provide you with a process to moving forward, given your unique financial situation. This is the first step for you and your Advisor.  Your Advisor will review your information and utilize our proprietary financial needs analysis software in order to develop a customized financial plan that works for you.  Once the plan is created your Advisor will meet with you to walk you through the analysis and answer any questions you may have.

When you are ready to proceed with the next steps, your Advisor will assist you in getting started on the path to meeting your financial goals.

It doesn’t stop there;  Your Advisor will continue to monitor the market, your pathway and will contact you when products, or investments come available that might help you reach your goals more efficiently or faster.  Your Advisor will also be available to answer any questions that may come up in the future and meet with you should your financial situation change in some way.

What products and services do Experior Advisors offer?

Our Advisors offer no cost personalized analysis to their clients.  They will travel to meet you in the privacy and comfort of your home and create a free, no obligation custom financial needs analysis for you in order to assist you in reaching your financial goals.


  • Life Insurance
  • Critical Illness
  • Disability
  • Health & Dental
  • Guaranteed Issue


  • Retirement Plans
  • Children’s Plans
  • TFSA’s
  • Locked-In Plans
  • RRSP’s & RIF’s


  • Debt Solutions
  • Charitable Giving
  • Estate Planning
  • Group Benefit Plans
  • Travel Insurance

Contact us to book an Advisor in your area today!

Shelden Smollan
Shelden Smollan, Experior Financial Group's Chief Experience Officer, has spent more than 45 years working in the fields of Life Insurance and finance. He is an excellent insurance sales and management executive with exceptional strategic thinking, marketing, and leadership abilities. He has been Experior Financial Group Inc.'s Chief Experience Officer for the past six years, and his vision and expertise have been instrumental in the company's growth and development. By arranging meetings between agents and carriers so that our team of associates can learn from them and draw inspiration from them, he has assisted our IMO in expanding.