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Chris Jefford
Mark MacDonald
Nancy Wood
Angela Gencarelli

Tel: 613-967-6252
Toll Free: 1800-647-3998
Fax: 613-967-6054

Address
210 Front Street
Belleville, ON
K8N 2Z2
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Service Excellence



We are committed to building a solid, lasting relationship with my clients.


Keeping clients informed is a top priority for us. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.