Our succession plan for continued service
David Totten and Annette Walker started serving Newmarket at Nesbitt Burns in 1995. Many of our clients have been with us for decades and we have proudly built a reputation for providing the highest level of wealth advisory services with integrity, passion and a commitment to deliver current solutions.
While David and Annette are not nearing retirement soon, like good business owners they like to think ahead, so in 2021 our team welcomed Andrew Helfrich. Andrew brings our clients incredible talent and experience. He enables our advisory team to continue our relationships in the coming years when our lead advisors retire.
To provide our clients with the facts and insights they need to make informed decisions, we educate and guide them through the variety of financial issues that may affect their lives and their future and identify any trends or barriers that may affect their goals.
Regular communication and reporting
With a proactive service model, we will reach out to you quarterly to provide an update on how your investments are doing and discuss changes that may have occurred in your life or business. This enables us to keep your plans and portfolio current, relevant and on track to meeting your short- and long-term goals.
Contact us today.
David B. Totten