Each and every one of our clients is unique, and we are aware that you have very specific goals and needs. This means that we will always take the time to listen to you and walk you through our structured process in order to outline the right recommendations. We know that your lives move fast, and this is why we are responsive to our clients' needs with an extremely fast turn-around time on all questions and requests.
Together, our branch team specializes in helping our clients plan for their retirement and then guiding them through how to draw on their investments in a tax-efficient manner. Together, we will explore important decisions such as when to access government benefits, how to handle your work pension plan, when to draw from which type of accounts and how to pass as much of your hard-earned wealth as possible along to your heirs.
The portfolios we build at the branch prioritize a low-cost, proactive approach that is built around individual stock and a high level of activity to balance both the growth and protection of your investments. We follow a rigorous investment approach to build and maintain all of our clients' portfolios with our guidance being handed down from our highly skilled Investment Policy Committee.
Finally, your comfort and satisfaction are the top priorities for our two branch office administrators, Jennifer Dauphinee and Lyndsey Thompson. They will welcome you into our office in the warmest of ways at all times and make sure that any and all of your questions or requests are answered as quickly as possible. We all hope to see you soon!
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Home Improvement
- Book Collecting
Office Address278 Main Street North-Suite 6
Uxbridge, ON L9P 1X4 opens in a new window
Phone NumberMichael Broad at (905) 852-2831
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