Philosophy

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Peace of mind

As a member of your team of advisors, I pledge to provide you with the advice and individual attention you need to help take the worry out of your personal financial management. One way we will achieve this is by compiling the information needed to review and analyze your present situation, selecting the right tools, and subsequently, developing your personal financial strategy.

There is no substitute for long-term strategic financial planning which combines protection provided by a well thought out insurance program and the ongoing long-term accumulation requirements necessary to ensure a comfortable retirement lifestyle. And once you begin taking retirement income we need to ensure you will never run out of income. Together we will develop a plan that makes sense; one that will always keep your financial goals in sight.

Service

Your financial circumstances will continue to change throughout your life. And on an ongoing basis we want to be there – to help you make the best decisions possible in managing your personal financial plan. Our most important business objective is to develop and maintain long-term client relationships.

One way in which we try to differentiate ourselves from other advisors is to encourage you to call for any type of financial advice or information – even if there is no transaction to be done. If we can’t give you the answer right away, we will get the information for you via our highly developed network of financial, accounting, and legal professionals.

Objective advice and a wide choice of options

As brokers, we don’t represent any one company. On your behalf, we search the markets to select the best investment alternatives and insurance protection for your individual circumstances. We will tailor a mix that is right for you, including life, disability and critical illness insurance, GIC’s, tax sheltered accumulation programs and annuities. In addition to mutual funds, bonds and other fixed income securities, we also offer financial products from the life insurance industry, which offer certain guarantees as well as the potential to protect your hard earned assets from creditors.