Working with us

You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us. We will:

• Treat you with respect, honesty and dignity
• Act as your advisors, putting your interests first
• Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your timeframe
• Explain the implications of the strategies we propose
• Update you by email, mail and phone
• Meet with you regularly to review your Investment Policy Statement (IPS)

Effective communication and mutual respect are essential to a successful partnership, so we expect and will provide:

• Trust
• Respect
• Honesty
• Complete disclosure
• Sincerity
• Commitment

Our recommendations are always based on your best interest. As our client, you need to know that all investment, tax, estate, and insurance advice will be based on the information you provide to us. We expect you to participate enthusiastically in the financial planning process.

Staying up-to-date

Working together is essential to effective financial planning. To this end, we all need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. And, we will agree to take the time to regularly review the Investment Policy Statement (IPS). We will all be honest and forthcoming about your financial situation, and will work to develop mutual trust, respect and understanding.

We offer our clients special added benefits such as written investment proposals, a monthly summary of activities, newsletters, and semi-annual meetings. We care about our clients and demonstrate it by being there to aid them in making important decisions whenever the need arises.