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Russell Butler
Tanya Paterson
Katie Wyse

Tel: 519-823-7751

Address
203-649 Scottsdale Dr.
Guelph, ON
N1G 4T7
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Service Excellence

 

Service Excellence



I am committed to building a solid, lasting relationship with my clients.


Keeping clients informed is a top priority for me. 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. I regularly review goals, strategy and portfolio performance with my clients.