Referral Arrangement
As a Financial Planner, I am dedicated to developing a comprehensive financial plan with the clients goals as a guide. I believe that comprehensive investment counselling may require more than one professional, so I have assembled a team of professionals with extensive experience to assist you.
Depending on the complexity of your situation, specialists may be required that are not from our firm. We are sensitive to your specialized needs and as part of our Private Client Service, will draw on relationships with specialists that are known to us. If needed this service allows us to provide you with several independent investment counsellors on a referral arrangement.
We will provide the non-investment components of your financial plan and arrange for the investment counsellor to meet with you.
We will assist in reviewing investment performance with you and the investment counsellor on a quarterly-basis. We will help to strategically manage the relationships necessary to your plan so you can focus on what is important in your life.