Anna Dickson

 

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“I allow my clients to enjoy peace of mind in knowing they are on the path to achieving financial success.”

I take great pride in advising, managing and servicing traditional portfolios of stocks and bonds for individuals, families, charities and corporations. I am able to offer accounts on an advisory basis whereby you remain part of the investment decisions or, if a fully- managed solution is preferred I can offer discretionary portfolios. A regular review of your financial plan to ensure you are on track is a key component of my offering. I am committed to personalized service and building solid lasting relationships with my clients.

How I do it

• Full disclosure of fees on your monthly statement
• Regular review of your financial plan
• Performance reporting available monthly
• Tax efficient asset allocations across various accounts to take advantage of taxation rules for non-registered, corporate, retirement, trust and TFSA accounts.
• Tax deductible fee for non-registered accounts in your portfolio
• Consolidated tax reporting