Personal Banking Services

Everybody has needs for daily banking and lending services. Using a client’s financial plan as the guide, we ensure that our clients’ credit management needs are met with sound strategy and competitive rates on mortgages, Lines of Credit, or specialized needs. We also can assist with cash management services, including pre-authorized deposits and/or withdrawals to your investment accounts held with us. In some cases we connect our clients with a specialist that can better assist with their needs.
 

Business Financial Services

Some clients also have specialized needs with respect to their businesses. From investment management and business lending needs, to assistance on business valuation and succession, we work with you through every stage of your business vision.