We are committed to protecting your interests and helping
you meet your financial goals.
What you can expect from
Financial Planning; Together
we will develop a comprehensive financial plan to help you
achieve your long-term financial goals. As a part of this
plan, we will cover the retirement, investment, insurance, tax and estate
planning aspects of your situation.
to outside specialists; As
your situation requires, we will facilitate access to other
specialists, including tax accountants and estate lawyers,
whose skills we comfortably endorse.
For most clients, tax planning and minimization are key components
of the financial plan. As part of your overall plan, strategies
such as RRSP planning, income splitting and family trusts
will be evaluated.
Attention; On an
ongoing basis, your investment portfolios will be monitored
to take advantage of the opportunities created by changing
circumstances. In addition, your plan will be reviewed annually
and appropriate adjustments made to address your current life
and regular reporting;
You will receive a quarterly investment summary statement
for each investment account. Each statement is designed to
be as clear as possible. We will review the format of these
investment statements with you to minimize confusion or misunderstanding
about how to read the results.
Contact; We make
ourselves as accessible to clients as possible. All telephone
calls are returned within one business day, either personally
or by our associates.
Added; Our most satisfied client is one who is fully informed.
As a result, we have a strong commitment to client communication
through a periodic newsletter, updates on market trends, and
events. In addition, we maintain a lending library of some
of the very best books on personal finance, available to
all our clients.
What we hope to earn
An open mind to new and innovative approaches to dealing with your financial affairs.
of personal and business information we require in order to
make an appropriate recommendation based on your situation.
Serious consideration of our recommendations and proposals.
to do business with you on matters we
have drawn to your attention.
Your personal endorsement to others in similar circumstances when you believe
that our advice has been valuable to you.
The information contained
in this commentary is designed to provide you with general
information only, and is not intended to be comprehensive
advice applicable to the circumstances of any individual.
We strongly urge you to seek professional assistance before
acting upon information included herein.