Communication

 

Effective and regular communication is the foundation of a successful investor/advisor relationship. We will perform an annual comprehensive review in the first quarter of each year, call you regularly to touch base, and will also call whenever we feel the need to make a transaction. We are always available if you ever wish to discuss your portfolio or the markets.

We pride ourselves on providing exceptional financial services at a concierge level. We do everything in our power to make your investment experience easy, enjoyable and informative. We constantly review and update our service platform in our uncompromising determination to meet your needs better. As well, our clients enjoy Envoy online access to their accounts, regular informative e-blasts and customer appreciation events.