Banking Matters

A sound financial plan includes banking relationships. Access to loans for various purposes and assistance with the application process can be time-consuming and detail-oriented. Your Seneca advisor understands your financial circumstances and can help you:

  • Decide whether to keep your current mortgage loan in place or pay it off
  • Understand the various terms of different loans offered by a bank and help you decide which is best for you in light of your personal circumstances
  • Link your investment accounts with your checking accounts through Seneca to help facilitate transfers for cash flow purposes
  • Help compile financial statements and other personal financial details to assist with a loan application or documentation for outstanding loans as requested by the lending institution