Client Commitment

The foundation of our Client Commitment is a genuine understanding of your financial needs and goals in Ottawa and to provide you with a customized solution. We will provide you with a clearly written summary and proposal containing ideas and solutions that will guide all of your retirement, estate, tax, investment and education planning decisions.

We are available to you by phone or email anytime you have a question or concern regarding any of your financial affairs. As long as your needs and goals change, we are there to help you make the necessary adjustments.

As your Trusted Ottawa Financial Advisor we will :

  • Pro-actively manage, re-balance and diversify your investments
  • Provide you with long term retirement projections based on your objectives
  • Educate and inform you of the various government assistance and retirement plans
  • Produce and monitor a budget with you and help you with your debt management
  • Help you determine if you are adequately protected against death, illness and disability
  • Meet with you at least four times per year to review all financial statements and documents
  • Educate you on the benefits of dollar-cost-averaging to help you save for future expenditures or retirement
  • Provide you with a thorough review and analysis of your current investments and insurance plans
  • Complete an investor profile questionnaire to help you determine your risk tolerance and time frame for investing in Ottawa.