Our clients can expect:
The relationship with our clients begins with the development of a
financial plan analyzing their long-term financial goals. Each plan
incorporates an investment strategy, and may also include retirement and
estate planning if required.
Sound Advice- Supported by the BMO Nesbitt Burns' award winning research*, I draw on over 15 years of experience to advise you.
Customized Portfolio- Conservative by nature, we will structure your portfolio to achieve long-term growth without undue risk.
Competitive Fee Structure- We provide the majority of our business on a fee basis. We believe it is the most transparent way of doing business.
Accessibility and Service-
We believe that our clients deserve the best service. For us this
means anticipating their needs, being very accessible and assuring a
prompt response by a member of our team to all client requests.
1* Brendan Wood International Survey
Institutional Equity Research, Sales and Training Performance in Canada, 2008 Report.