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Read our current client newsletter on our Commentary-Newsletter page
In this issue you'll find our market commentary, RSP and TSFA information, CRM background, our additional client services and other reminders from our team.
The Jeffery & Clayton Investment Group advises and services investment portfolios for individuals, families, associations and corporations.
We are committed to building a trusting, long term relationship with our clients by taking a wealth management approach to investing. Whether you are saving for retirement, using your investments to create retirement income or just planning your legacy, we formulate customized investment strategies to help achieve your goals.
We are able to offer both transaction and fee based accounts on an advisory basis, whereby you remain part of the decision process. If you prefer a fully-managed solution, we offer discretionary portfolios, where you can leave the day-to-day implementation of the strategy to expert portfolio managers. By doing this, clients have a better way to manage the complexity and overwhelming choice that comes with investing.
We are proud to be part of BMO Nesbitt Burns and we use the firm’s top ranked research as the foundation of our investment recommendations. As part of BMO Financial Group, BMO Nesbitt Burns also provides clients with access to one of the broadest selections of wealth management solutions and services available today.
While more and more Canadians understand the importance of planning for their financial future after retirement, few understand the importance of planning for the delegation of their affairs should their cognitive ability with finances begin to decline.
Visit the BMO Retirement Institute to view a series of short videos on the following topics:
• Creating a power of attorney
• Medical view
• Legal view
• Assessing mental capacity
Two retirement reports discussing these topics can also be found under the Research Tab of our website.