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Deposit Focus

Across
Ups and downs with investing money
We offer this 100%
What people are always complaining about
What FAs obtain by asking about Assets and Liabilities
Deals with platform of $100,000 to $400,000
Biggest focus right now
Ensuring your money is safe
This is how you get qualified referral
Walk in do not like to do this
Non guaranteed money
Emergency access
What members ask on a daily basis
Down
What people financial assets are called
Person you deal with
What we ask members to bring in for appointment
Investment advisor or Q trade can do this
Know your money is working for you
Deals with platform of $400,000 to $1,000,000
How we are making our biggest focus right now
Money in for specific amount of time
How we try to bring in new money to Servus
Day to day banking