Graphic Overview of
our Business Process
Your Financial Snapshot & Your Financial
In the beginning, you let us know where you are now and where you
want to get to in the future.
We follow a disciplined, professional approach to wealth management,
and we are focused on you, our client's well-being, interests
and financial success.
Portfolio Construction & Design
We are up-front and honest about what our clients can expect from us
in the coming weeks, months and years. We compete with other advisors
based on results, systems and process, not price or personality.
Priority Action Plan
We have spent considerable time to think seriously about how you, our
client, can reach your goals. We have implemented business systems
and processes that make it easy for you to achieve success.
Interactive Financial Check-ups
We will meet with you on a regular basis to review
your progress and we are always available to our clients. We are different
from every other advisor you might meet. We have a unique way of leading
our clients to long-lasting financial success.
Life Management &
We keep you informed with regular reporting. We can make the financial
managment of your life easier and less of a concern to you. We have
over 30 years of experience to prove that.
Commentary] [Tax Strategies]
[Associated Sites] [F.Y.I.]
[Client's Comments] [Biography]
confidence is the power that binds together all harmonious human relationships.
335 Redberry Road
Saskatoon, Saskatchewan S7K 4W5
Bus. (306) 242-7042 Fax. (306) 242-4314