Step 3. Prosper – Ottawa, Ontario
We keep in touch with our clients on a regular basis. We initiate appointments, (either at our Ottawa office or by phone) to review your plans and portfolios. We need to know if there are changes in your life that could impact your financial situation, and make adjustments to your plans accordingly. Marriage, divorce, loss of job, new job, new home or new child – all these and other life events could impact your financial plan. Our goal is to work continuously with you to build and expand your assets for the long term and be there for you and your family every step of the way.
Here are some examples of ways we help our clients PROSPER: