REFERRAL PARTNERS · COMMUNITY CONNECTIONS

Refer a Client

Know someone who may appreciate clear, no-pressure guidance about a mortgage or life, health and travel insurance? You can make a warm introduction to PointDuJour Financial.

Submit a Referral Form Request a Consultation Call 416-474-8566

How referrals work

1. Ask permission

Please confirm the person is comfortable being introduced before sharing their name or contact details.

2. Make an introduction

Complete the secure referral form after confirming the person has agreed to share their contact details, or invite them to contact me directly at pointdujourfinancial@gmail.com or 416-474-8566.

3. Let them choose

They can decide whether they want to connect and which service they want to discuss. There is no obligation to proceed.

Privacy reminder: Please do not send account numbers, income documents, policy details, identification, or other sensitive financial or personal information by ordinary email. The person can share relevant information directly through an appropriate process if they choose to proceed.

Who can make a referral?

Realtors, lawyers, contractors, business owners, community organizations, past clients, friends, and family members are welcome to make introductions.

Any referral arrangement, if applicable, must be discussed in advance and comply with applicable licensing, brokerage, insurer, privacy, and other legal requirements. No referral fee or compensation is promised by this page.

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