We define and provide service as follows:

  • We provide greater credentials and experience than most financial advisors.
  • We initiate client contact if there is a material change to an investment (e.g., change in investment mandate or manager).
  • We offer periodic face-to-face portfolio reviews.
  • We provide a web site and newsletter.
  • We are available by toll-free phone service throughout North America.
  • We can set up monthly savings plans or tax efficient monthly withdrawal plans.
  • We help arrange loans for RSP deposits and leveraged investment strategies. Please see Disclaimer.
  • We arrange group and corporate savings plans.
  • Ad hoc withdrawals are easy and at no charge by us. Cash can be electronically transferred to the client bank account within a few days.

For a true understanding of our service commitment, see the video below.

High standard of service — defined.