Client Commitment

Our Commitment to You:

Building strong relationships is at the heart of our business philosophy. Providing ongoing, trusted advice is our guiding principle as we help you meet your financial goals.
 
We are committed to making your experience with us as rewarding as it can be. We’ve learned that clients both want and need to know what that experience is all about – so we’ve outlined the services that you can expect from our team.

What you can expect from us:

• Learn what your current needs and goals are
• Meet with your accountant to discuss tax strategy
• Help you understand your existing situation and holdings
• Analyze your circumstances and compare them to your goals
• Understand your comfort level around risk
• Prepare your personalized financial strategy
• Prepare a personalized Investment Policy Statement
• Draw on our team of industry experts, insurance consultants, will and estate     officers, private bankers and  our  portfolio advisory group
• Make recommendations based on your needs and goals
• Monitor your plan regularly to ensure it stays on strategy
• Confidentiality

To keep you well informed, we will:

• Contact you regularly by telephone or email
• Always be available to answer your questions
• Semi-annually provide a review of your investments
• Annually provide a performance review
• Annually provide a full review and update of your financial plan
• Reply to voice-mail or email same day
• Send you account statements and trading confirmations
• Provide year end tax reports
• Send you our Investment Portfolio Quarterly publication