Meet Marcus — your 24/7 Superior Wealth CSR
Get clear answers at home, then walk into our C3 Centre office ready to act with confidence.
Why Start with Marcus?
| Benefit | What it means for you |
|---|---|
| Save time | Skip first-round questions and use your office visit to sign and invest. |
| Learn on your schedule | Whether it’s 6 am or 11 pm, Marcus explains UTC funds and strategies. |
| Personalised guidance | Build on those first-round questions to get answers tailored to you. |
| Seamless hand-off | We can review your chat beforehand so your in-person conversation picks up exactly where Marcus left off (and we’ll correct anything he got wrong). |
How the Process Works
1. Chat
Ask Marcus anything about UTC funds, features, benefits or paperwork.
2. Plan
Marcus outlines next steps based on the info you provide.
3. Visit
Drop by Superior WAS at C3 Centre — our advisors verify details & process your transaction.
4. Invest
Leave with your investment in place and a clear follow-up plan.