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Contact Us

Gail Stoddart
Scott Schofield
Dorothy Reitsma

Tel: 519-646-3015
Fax: 519-679-8848
Toll Free: 800-265-4195

Address
255 Queens Ave.
Suite 1900
London, ON
N6A 5R8
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A Consistent and Continuous Investment Process

Discover
- Understand your financial goals, potential obstacles and preferences
- Identify your interests, if any, in our services beyond investing
- Gather documentation
- Open dialogues with your accountant and lawyer, if required

Propose
- Personalised financial plan
- Investment Portfolio
- Implementation and transition schedule
- Working together - briefing and reviews

Implement
- Initiate the financial plan
- Phase in investment recommendations
- Enroll in appropriate services
- Consolidate assets

Monitor
- Monitor progress according to plan
- Adjust the plan and investments when needed
- Consult with your accountant and lawyer as needed