South Coast Financial Services Inc.

About Us

Terry Searles, your dedicated financial consultant with years of experience, specializes in group and individual health insurance, insurance products, and investment strategies. Catering to families across Ontario, Terry offers a free financial analysis, helping you secure your financial future without charging a dime. Your financial well-being is his top priority!

Hi My name is Terry Searles I am a Financial Consultant
working with a growing company. We market a variety of Products and Services from well known large leading Canadian based providers. Here are some services, but not all they can offer,
Insurance products to protect your income,Lifestyle,Mortgage protection,
Retirement savings plans
RIF,RRSP TFSA, Childrens plans
Health & Dental benefit plans,
Wills, {Power of attorney,
Legal Estate, Advice,
Travel Insurance,
Debt Solution Programs.

There is so many more Products & Services available.

I look forward in hearing from you to set a time to meet for coffee,, to discuss your options.

How We Got Started

Our head office is in Simcoe Ontario,

We offer an opportunity to become licensed in the financial services industry. If you are interested in learning more let me know through my email or website listed below.

Although becoming a financial consultant is not for everyone.you should consider a review for your own current financial plans,to see if you need to change strategies in place maybe to renew,update your Wills, Beneficiary,Estate Executors Power Of Attorney ETC.
I am happy to set up a time to do a complimentary Financial Analysis to make sure you are on track for success already,and not have surprises when you plan to retire.

Thank you for your time

FINANCIAL CONSULTANT
TERRY SEARLES

PLEASE CONNECT WITH ME THROUGH

tsearles@teamscfs.ca
www.terrysearles.ca
519 716 8861

At South Coast Financial Services
We care about YOUR Financial Self Defence
Shouldn't YOU???

The products and services we offer

Group Benefits Financial Consultant Insurance Broker Finance Estate Invest Financial Service Wills & Estate Lawyer Retirement Planning Free Consultation Investments Disability Insurance Critical Illness Insurance Life Insurance Show all 14

Highly Recommended

"Highly dependable and professional"

Highly Recommended

"Terry services you in a very important way as you progress through life. Your finances are so..." Read more "Terry services you in a very important way as you progress through life. Your finances are so important to enjoying life. "

Mortgage Insurance

TO BOOK AN APPOINTMENT FOR MORE INFORMATION, OR TO COMPLETE A REVIEW OF YOUR INSURANCE PLEASE CONTACT TERRY SEARLES tsearles@teamscfs.ca...

Financial Advice Investments, Insurance etc

I educate people on how to become financially independent debt free as well as how to make an educated decision on their life insurance to make sur...

Canada Protection Plan. Video

This is a video from one of many companies that I do have options for you to take a look at. When you have finished viewing the video please send ...

"Rick is honest, Able to help with a variety of maintenance, and replacing"

"I had Steve and his company do my furnace/ Hot water tank / and airconditioner. If you want to..." Read more "I had Steve and his company do my furnace/ Hot water tank / and airconditioner. If you want to come and see what their work looks like a couple years after being done. Please contact me to do this/ They did great work, Almost completed on time. Was during covid, so there was delay from the supplier. I think only half a day ALL WORK was done as promised, neatly at an amazing price!! I would reccomend that you contact Steve for your future home upgrades. Terry Searles South Coast Financial Services Inc. www.terrysearles.ca"

Recent Activity

Terry from South Coast Financial Services Inc. Answered this on September 18, 2023

The last quarter I anticipate to be not a huge change from the first part of the year. I will be okay although I am always looking for new clients to help, that are ready to be helped. A lot of advisors I have spoke with have the issue of not enough income, as well as people are affraid to... (more) The last quarter I anticipate to be not a huge change from the first part of the year. I will be okay although I am always looking for new clients to help, that are ready to be helped. A lot of advisors I have spoke with have the issue of not enough income, as well as people are affraid to either trust someone, or have been told to just invest at banks. My philosiphy is as follows, Invest in the banks, but not at them. If you have questions you want answers to please feel free to connect, or contact me here or through email. Thank you Terry Searles tsearles@teamscfs.ca

Terry from South Coast Financial Services Inc. Answered this on July 30, 2020

I am interested to know what questions you would like to find what you are searching for your financial advice. Terry Searles tsearles@teamscfs.ca www.terrysearles.ca 519-716-8861 (more) I am interested to know what questions you would like to find what you are searching for your financial advice. Terry Searles tsearles@teamscfs.ca www.terrysearles.ca 519-716-8861

Terry from South Coast Financial Services Inc. Answered this on July 14, 2020

I never promise anything i am not able to deliver, I also will always tell you the truth about what you need, not just what you will want to hear.. If you have any questions Do not hesitate to contact me Terry Searles www.terrysearles.ca tsearles@teamscfs.ca 519-716-8861 (more) I never promise anything i am not able to deliver, I also will always tell you the truth about what you need, not just what you will want to hear.. If you have any questions Do not hesitate to contact me Terry Searles www.terrysearles.ca tsearles@teamscfs.ca 519-716-8861

Terry from South Coast Financial Services Inc. Answered this on July 08, 2020

Fortunately I am able to be doing business all online without meeting face-to-face. the only Misfortune of This is, getting out to meet people face-to-face as a cliche or Catch 22. It is very hard at times to get new clientele being able to speak to people in person. For myself,It has always... (more) Fortunately I am able to be doing business all online without meeting face-to-face. the only Misfortune of This is, getting out to meet people face-to-face as a cliche or Catch 22. It is very hard at times to get new clientele being able to speak to people in person. For myself,It has always been about my client and making sure that they are treated with respect, Honesty, Integrity. Thank you Terry Searles www.terrysearles.ca tsearles@teamscfs.ca

Terry from South Coast Financial Services Inc. Answered this on June 30, 2020

Our customer experience has not changed drastically but it has changed. I was fortunate enough to be able to do virtual customer service as well as Sales Online. I have had an online portal with most of the companies that I do business with to be able to make sure clients are always have help... (more) Our customer experience has not changed drastically but it has changed. I was fortunate enough to be able to do virtual customer service as well as Sales Online. I have had an online portal with most of the companies that I do business with to be able to make sure clients are always have help at the safest distance.

Terry from South Coast Financial Services Inc. Answered this on June 10, 2020

No I do not use either one of those. (more) No I do not use either one of those.

Terry from South Coast Financial Services Inc. Answered this on May 05, 2020

I will be still be doing social distancing, as well when possible i will conduct business virtually. This will help protect myself, as well my clients. If you have any questions, or would like go learn more of how I maybe able to assist with your financial portfolio. Thank you Terry... (more) I will be still be doing social distancing, as well when possible i will conduct business virtually. This will help protect myself, as well my clients. If you have any questions, or would like go learn more of how I maybe able to assist with your financial portfolio. Thank you Terry Searles www.terrysearles.ca tsearles@teamscfs.ca

Terry from South Coast Financial Services Inc. Answered this on April 30, 2020

If they have 1 self employed i can get them health benefits.if any one has a group of 1 or more in Ontario please contact me tsearles@teamscfs.ca it all depends on their situation and what they are needing that would help decide which plan is best for them and the families. I first would do a... (more) If they have 1 self employed i can get them health benefits.if any one has a group of 1 or more in Ontario please contact me tsearles@teamscfs.ca it all depends on their situation and what they are needing that would help decide which plan is best for them and the families. I first would do a F G A for them to help make sure they are getting the best plan, and all benefits needed. This will help make sure they have the tools necessary to have minimal surprises.

Terry from South Coast Financial Services Inc. Answered this on April 11, 2020

Everyone Please Stay Safe. Please Stay At Home, Help Others Set An Example Terry. (more) Everyone Please Stay Safe. Please Stay At Home, Help Others Set An Example Terry.

Terry from South Coast Financial Services Inc. Answered this on April 04, 2020

Hi Suzanne, I am sorry to hear you have lost your trust in your CPA, I would recommend taking your last 3 year returns to another office, and see if they find any issues. This is one way to see if all is ok. I hope this helps you some how. Thank you Terry www.terrysearles.ca (more) Hi Suzanne, I am sorry to hear you have lost your trust in your CPA, I would recommend taking your last 3 year returns to another office, and see if they find any issues. This is one way to see if all is ok. I hope this helps you some how. Thank you Terry www.terrysearles.ca

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Join Terry and 11+ million other Small Business Owners

Join Terry and 11+ million other Small Business Owners

Terry Searles

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Join Terry and 11+ million other Small Business Owners

Join Terry and 11+ million other Small Business Owners

Terry Searles