MY COMMITMENT TO YOU 

• I promise to work diligently and do my very best when it comes to your Retirement Income, Estate Planning and Tax Services.

• I will provide you with convenient meeting options that include, online and in person home or office visits.

• I will provide regular updates on your investments with a clear and concise explanation of all summaries, confirmation and statements.

• I will provide you and your spouse/partner complimentary income tax services.

• I will never charge a fee for switches, resets or rebalancing on your accounts.

• I will assist you in organizing all of your Financial, Estate and Tax records and files.

• I will keep your files and information confidential and will never discuss your personal file with anyone unless authorized by you. 

• I promise to always provide ongoing advice to you, your family and your beneficiaries.

• I will assist your executors in any way that I can with the transfer of your estate, and assist them in their duties as your executor.

• I will be transparent with you about how I get paid, including all commissions paid to me by the financial institution where your money is invested.

• I will always return your calls or messages in a timely manner. I can be reached at (613) 225-2020 Ext 112 but in the event of an emergency please don’t hesitate to call my cell at (613) 290-1136

• I will maintain my license and insurance by achieving and maintaining my education credits in accordance with the Financial Services Commission of Ontario standards for agents.

• I will keep myself up to date on the latest market trends and services available to my clients in order to ensure they receive the best advice possible from me.

Your financial success and security will always be my top priority. I consider it a privilege to provide advice and financial peace of mind to you and your family. I am never too busy for your questions or even concerns you may have. I sincerely appreciate your continued trust and support.