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Investment Planning & Management
Our mission is to provide each client with objective and comprehensive financial planning services.
We strive to fulfil this mission by evaluating each client's entire financial situation, and recommending appropriate solutions to meet their needs.
Our goal is to create long-term relationships by employing widely accepted financial principles with the highest degree of ethics, professionalism, and prudence.
This on-going process includes periodic portfolio value assessment reports, portfolio review meetings and strategy sessions and of course the end of year pre-taxation strategy and planning sessions, where necessary.