Anna Dickson

Investment Advisor

Toll Free: 1 800-664-9230
Tel: 613-498-2766
Fax: 613-498-2946

Address

BMO Nesbitt Burns
1 Court House Square
Brockville, ON
K6V 3X2
Map

Contact Me

Anna Dickson

 
 

“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