Look What's New!

Welcome to our brand new website! We're excited to bring you our new look - it's a time for new beginnings.

Stay for a while, have a peek around and let us know what you think. There's all the stuff that you would expect, and a few new things (like this blog!), so come spend some time on our pages.

We had a great time working with Bemoved Media who came all the way from Vancouver, BC, to make us look good! We think they captured our investment beliefs and style perfectly and combined with their photography, confirmed that we do indeed live in a beautiful community.

Special thanks as well to some of our clients who came out to share in the fun (as well as a few mimosas). We appreciate you!

Jodi Dark

Summer is Here

That means kids are out of school, the weather is beautiful, and life just feels a little lighter and warmer.

It also means that we have summer hours so we can all enjoy some time with our families in the sun.

Our Summer hours for the months of July and August are:

• Monday - Thursday: 9:00 am to 4:00 pm
• Friday: 9:00 am to 1:00 pm

Remember:

1) Hope, our receptionist, is here daily from 9-5pm. Feel free to drop by if you simply need to drop off or pick up something.

2) If you call on a Friday afternoon after 1:00 pm, we will return your call on Monday.

Enjoy the summer and be safe!

Jodi, Bonnie and Michelle

Happy Canada Day!

Hello and Happy Canada Day Weekend!

I wanted to let you know that Michelle, Bonnie and I have just completed two days of training with our new company, Industrial Alliance Group (iAG), which is taking over from Scotiabank. We were so excited to have the opportunity to view our new systems, client statements, and technology improvements in the works.  Although the official date of the merger is not until August 4, 2017, there have been a lot of things going on behind the scenes to make this transfer seamless for you. We are all very excited about this change as well as the array of improvements in store.

Soon you will have the option of transferring funds directly from your bank account into your investments,  selecting paperless statements, access to your accounts online through a secure client portal, with financial tools and calculators to assist you. There will be lots of new features and an opportunity to sign documents through this secure encrypted site, as well making address changes and account transactions much simpler. We are very happy to report that IA is focused on making your investment experience easier and less cumbersome – with less paperwork!  We also found that the attitude from the top down was very positive and client-focused.

We all truly believe that this change is going to be the best one yet! In mid-July, you will be receiving a notice from iAG which will contain a username and a temporary password so that you will be armed to set up your new online account once the merger is complete.

If you have any concerns or would like Michelle to walk you through this process, please do not hesitate to call us - we are here to make things less frustrating for you.

We appreciate you, and hope that you will find this change as exciting as we do!

Thanks,
Jodi

Welcome !

New Client Information

 

Permission for this link is reserved for Clients upon their booked appointment.

If you would like to review the content of this link, please contact our office and we will be happy to book an appointment for you.

Jodi, Bonnie and Michelle