Toll Free: 800-265-4195
255 Queens Ave.
|1. Regular Ongoing Portfolio Adjustments and Reviews
Our goal is to provide a high level of service by proactively staying in contact with clients, reviewing portfolios, and suggesting opportunistic adjustments when necessary.
Gateway provides clients with on-line access to their account 24/7. With the click of a mouse clients are able to view holdings, check recent transactions, obtain BMO Nesbitt Burns top-ranked research, customized charts and much more.
3. "NetWorth" - Quarterly Newsletter
"Net Worth" is our quarterly client newsletter. It contains useful information on a host of financial related topics.
Equally as important, we use the front page of the newsletter as a vital medium through which to communicate important information on upcoming events such as client conference calls, seminars, and client appreciation events.
4. Website (www.wilsonflick.com)
The website is regularly updated and contains useful information on the following topics.
We always like to thank our clients for entrusting their hard earned investment assets to us. In the past - as a special thank you - we have rented the IMAX movie theatre, Windermere Manor, and hosted a wine tasting. We often "advertise” upcoming client appreciation events in our quarterly newsletter.