The service you deserve.

To take care of your financial well being, we will:

• Learn what your current needs and goals are
• Help you understand your existing situation and holdings
• Analyze your circumstances and compare them to your goals
• Understand your comfort level around risk
• Make recommendations based on your needs and goals
• Prepare your personalized financial strategy
• Monitor your plan regularly to ensure it stays on strategy

To keep you well informed, we will:

• Always be available to answer your questions
• Set up a contact schedule that works for you
• Provide you with timely updates on your holdings
• Send you account statements and trading confirmations
• Provide you with year end tax reports
• Complete an annual review of your needs and goals
• Provide you with online access to your accounts

• That you respond to our telephone and written reviews and be open to new opportunities or suggestions
• To keep us up to date with significant changes in your life, ie. marriage, business, retirements, etc.
• To let us know if we can improve our service
• To recommend our services to friends and family when we have achieved or exceeded your  expectations