Value Added Services
When choosing a Mutual Fund Representative to help you with your Financial Planning and investments, it is important that the professional has a thorough understanding of all aspects of the financial markets and the financial plan � not just the products that are recommended. Selecting the investments is only one part of the financial plan and is just the start � monitoring the Financial Security Plan and adjusting the plan over time to ensure that it matches your changing needs and market conditions is where most of the work is done.
One of the many valuable benefits that clients receive when dealing with myself and my Assistant, Tanya Wilson, is a commitment to provide exceptional service and quality advice. Much of our work occurs after the initial meetings and once a financial plan has been created. The Financial Security Plan is designed to suit a client's needs and objectives and continuous monitoring of this plan is critical. We meet with our clients on a regular basis to conduct a thorough review of the portfolio and the client�s changing goals over time. If a client's goals have changed, the portfolio is dynamic enough to be adjusted with these changing needs. We also review items such as risk exposure, asset allocation, tax implications, foreign diversification and contingency planning needs.
* Disability insurance and life insurance products prodvided through mutliple insurance carriers. |
