Service Commitment

As a client, you can expect:

• Regularly scheduled office or phone meetings
• Ongoing comprehensive file reviews
• Wealth Management Plan—regular updates using industry leading software
• We will provide annual tax letters, slips and notices
• Priority response to emails & phone calls —dedicated lines to staff
• Access to additional wealth management support
• Proactive portfolio re-balancing
• Holistic financial planning for immediate family members regardless of account balance
• Preferred Pricing Reductions (for qualifying clients)
• Market Commentary and Investment Quarterly summary (IGIM) available upon request
• Online access to account information
• Online access to relevant articles and communication pieces

We create Wealth Management Plans for High Net Worth Canadians so they keep more of what they earn.