As your financial planners, we:
Traditionally, we are paid by the financial institutions who manage our client’s portfolios. Alternatively, we can discuss a fee-based approach.
Ongoing Monitoring and Accessibility
Your investments are regularly monitored. At your regular meetings we will review the performance of your investments and your financial plan.
We are accessible to our clients. All telephone calls and email messages are returned the same day on which they are received. You will receive our newsletter in addition to periodic “Keeping In Touch” emails.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.