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...
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
Our Top Team
My team - well, what can I say about Michelle and Bonnie? They make my work life easier and our office a much more fun place to work in each day.
My team - well, what can I say about Michelle and Bonnie? They make my work life easier and our office a much more fun place to work in each day. These girls are the best - they have big hearts, are really fun, and truly care about you as much as I do. I know that because of the way I see them do their jobs each day.
I’ve seen Michelle perform miracles for our clients and go to endless lengths, to the point where most people would simply give up. Bonnie supports us both in ways I can't even explain - she just makes it easier - and that's a huge plus.
We’re a great team - we get things done and have fun at the same time - always remembering that it’s peoples' lives we're dealing with - and that’s what brings us joy.
Jodi
Happy Canada Day!
Great changes are coming. We 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.
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 !
We have something to help welcome you!
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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
Understanding Mutual Fund MER's
Sometimes Clients have Questions regarding MER's and how they work.
Sometimes Clients have Questions regarding MER's and how they work.
If you find yourself wondering, or would like a refresher on the details, please know we are here to help. Please Click here to see a breakdown of this information.
Jodi
How does your Financial Advisor get paid?
Many investors may not fully understand the costs associated with their investments or how their advisor is paid. This short educational video provides clarity.
Many investors may not fully understand the costs associated with their investments or how their advisor is paid. This short educational video provides clarity.
Travel Insurance
Whether you’re headed across the U.S. border, overseas, or exploring another province, affordable travel health insurance can soon be yours.
Choose the Plan that's right for you!
Travel Insurance for TRAVELLING CANADIANS
Whether you’re headed across the U.S. border, overseas, or exploring another province, affordable travel health insurance can soon be yours.
Choose the Plan that's right for you!
For travel outside your home province or Canada choose:
- an Emergency Medical Plan that provides coverage for an unexpected medical emergency during your trip; or
- the Travel Canada Plan that provides emergency medical benefits at half the premium when all your travel is within Canada; or
- an All-Inclusive Plan if your plans include pre-paid travel arrangements. Includes Emergency Medical, Trip Cancellation and Interruption, Baggage Loss, Damage and Delay, and Flight and Travel Accident; or
- stand alone Trip Cancellation/Interruption coverage up to sum purchased for your pre-paid travel arrangements.
Please Click here to start your quote! It's that easy!
Jodi Dark