Address
BMO Nesbitt Burns
2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8
Contact Us
Service & Pricing Philosophy
Pricing Integrity |
 |
|
With 30+ years of financial services experience, I have seen the industry change
and evolve. I have stayed current with the changing financial and demographic
landscape and have continually upgraded my skills, knowledge, and accreditation.
I believe:
- In pricing integrity. That what you pay should be fair and transparent, and that
some clients should not get a free ride at the expense of others.
- That the service we provide is worth every dollar, and is in fact, fractional to
our value.
- That the return on our services will be both quantitative and qualitative.
Our Services
Below is a list of 35 services that we provide to our clients. The list is not all-inclusive
by any means, but it is a very fair representation of what we put into every client
relationship.
- Cash Flow planning
- Net worth planning
- Credit management
- Retirement income planning
- Education planning
- Tax planning
- Estate planning
- Multi-generational family wealth planning
- Help you determine where you are financially
- Identify shortfalls and opportunities
- Study alternative solutions
- Help you articulate your financial goals
- Help you prioritize your financial goals
- Asset allocation modeling
- Due diligence on money managers
- Unbiased stock research
- Unbiased bond research
- Unbiased mutual fund research
- Access to Canada’s top-ranked research department
- Access to 42+ years of industry experience
- We stay up-to-date on changes in the marketplace
- Review your pension and annuity info
- Review your insurance information and needs
- Converts investments savings into life-long income
- Determine the risk level of your portfolio as markets change
- Provide options trading
- Provide discretionary investment management
- Cash flow reports
- Portfolio reports
- Performance reports
- Provide tax reporting information
- Work with your tax and legal advisors for your benefit
- Monitor changes in your life and family situation
- Provide referrals to other professionals
- Provide banking advice and referrals
|
|
|