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Developing a Plan
My relationship with my clients starts with a meeting to gather information on their long-term financial goals and expectations. We cover the investment, insurance, tax and estate planning aspects of each client's situation.

Scope of Advice
I strive to serve my clients' in the best way I can. With over 30 years experience in the field, I'm more than confident with coordinating the activities of existing professional advisors such as tax accountants, estate planners and financial specialists. If required, I can also tap into my own network of professional advisors.

Investment Philosophy
My investment philosophy is essentially conservative in nature. Operating within each client's risk profile, an investment approach is structured using state of the art research on portfolio design to achieve long-term growth with the lowest possible level of risk along the way. As a result, both my clients and I sleep soundly at night.

Performance Reporting
All clients recieve a periodic summary of performance. The Information is presented as clearly as possible. In addition, I'm always willing and available to meet one-on-one with a client to review or discuss the format of a report to minimize confusion or misunderstanding about how to read the results.

Tax Planning
Tax planning and minimization is a key component of the financial plan for most people. Strategies such as income splitting, prudent use of leverage and family trusts need to be evaluated. I am not a tax specialist or accountant, but I do understand these strategies and can certainly help to explain what the experts are saying.

Ongoing Monitoring
Each client's account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, each plan is reviewed annually and appropriate adjustments made; where it makes sense, this is tied in with a face to face meeting to talk about the client's portfolio.

I make myself as accessible to clients as possible. I try to personally return all telephone calls the same business day.

Regular Communication
I believe that my best client is the one who is fully informed. Every two months, all my clients receive a newsletter and telephone call to talk about any questions or issues they may have.

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Mutual confidence is the power that binds together all harmonious human relationships.

Mathisen Financial, Inc.
335 Redberry Road
Saskatoon, Saskatchewan S7K 4W5
Bus. (306) 242-7042 Fax. (306) 242-4314