Communication

 

You can expect to meet with me on a quarterly basis, or more often if you wish. I like to meet frequently but briefly to keep you abreast on the status of your investments, address any issues before they arise, and take a proactive stance regarding changes in your profile.

As my reporting is done face-to-face, you can ask any questions you may have about your assets or financial strategy. Monthly statements are also sent and you can also check the status of your investments online at any time with Envoy account access.

Your satisfaction with my performance matters a great deal to me, so I strive to receive top marks on my Annual Report Card — a survey that helps me to reach my full potential in serving your financial needs.