My ideal clients are those folks who are not only super-serious about their savings, their investments, and their own future, but those who are looking for a long term, serious relationship with a mature, established, well-seasoned, professional Investment Advisor. Additionally, my ideal clients are very conservative investors, who think safety-first, and whose investment objectives are either income or growth, or a combination of income and growth.
My ideal clients expect to be provided with ongoing advice-they-can-trust, regular communication, and good service to ensure they receive what they want: Sleep-at-night and peace-of-mind,.
If you fit the profile of my ideal client and you want to know who I am; what I do for my clients; why I do what I do; how well I do it; and who I have done it for, and you are serious about having a personal, confidential relationship with a trustworthy Investment Advisor, then call me so we can meet each other.
|Equitable Bank 1Yr||1.800%||N/A|
|CDN Western Bank 1Yr||1.800%||N/A|
|CDN Western Bank 2Yr||2.150%||2.150%|
|Equitable Bank 2Yr||2.100%||2.100%|
|CDN Western Bank 3Yr||2.200%||2.200%|
|Laurentian Bank 3Yr||2.170%||2.170%|
|Laurentian Bank 4Yr||2.350%||2.350%|
|HSBC Bank 4Yr||2.300%||2.300%|
|HSBC Bank 5Yr||2.550%||2.550%|
|Home Trust 5Yr||2.450%||2.450%|