I would like to thank my wonderful clients, who have entrusted me with their hard-earned money, to help them achieve their dreams and goals for over 20 years.
- Professionalism with heart
- Attention to details
- Exceptional Service
- Continuing education to ensure accurate, relevant advice
We bring the human factor into your financial calculations. The relationship is all about you staying focused on your objectives in spite of all the distractions that can derail a financial plan. Financial Planning is a process, not a one-time exercise. That is why we meet with our clients at least once a year.
With the help of my assistants, Steve and Sandra, we make sure to respond to your questions and concerns in a timely manner. We simplify the alphabet soup of the financial world. The most important benefit that we will bring you is peace of mind.
How are we paid?
Manulife offers different fee structures depending on the product and the size of the account. Typically, we are paid by the insurance or investment companies that we recommend. Under some circumstances it may be more advantageous for the client to be charged an advisory fee based on their assets under management.
We will discuss the options available during our first meeting. There is no fee and no obligation for our first meeting.
For additional information watch this link on understanding MERs.