The value of meeting in person for regular reviews cannot be replaced by a phone call — it helps to maintain a strong partnership based on mutual understanding. Meeting clients face-to-face allows me to stay abreast of your family’s changing needs through all stages of your life, from your working years to your retirement years and in the succession of your assets.

Close communication also keeps me informed about your specific and ever changing circumstances — educating a favourite niece, replacing the cottage roof, or transferring to a RRIF, for example. Once I have a firm grasp of your needs, I can devise an appropriate strategy for helping you attain them using my well-stocked inventory of investment alternatives.

Another aspect that sets me apart from most of my colleagues is that, as part of my kid glove service commitment, I am pleased to meet at your home or place of business.