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1. As partners, our relationship starts with the understanding what is important to you. Establish long term financial goals and the implementation of the plan.
2. As partners, we need to determine which stage of wealth we are in, creation, management or preervation. From there we can determine which investments will achieve the objectives and goals.
3. As partners, tax planning and minimization is a key component throughout the wealth process.
4.As partners, we are monitoring on an on-going basis to take advantage of opportunities created by changing circumstances. In addition, we talk regularly as opportunity arise and meet at least annually.
5. As partners, you have access to me and my associates. My support team, my assistant and I make ourselves as accessible as possible to clients. All telephone calls and emails are replied to within a 24 hour, either personally or by my assistant.
6. As partners, I believe that my best client is one who is fully informed. As a result, my team and I have a strong commitment to client communication through personal contact, emails , articles and guest speakers.
The investment philosophy is based on four main principals.
With over 20 years experience as Senior Financial Advisor, this has given me the expertise and understanding client needs and how best to meet those needs.
My clients and I view our relationship as a partnership. We are in this together your success is my success, I refer this as a"win, win relationship".
Confidence that your best interests are being taken care of.
Confidence that your financial goals are being met.
Confidence that your investments are meeting or exceeding your financial goals.
Confidence that your taxes are minimized
Confidence that your estate wishes will be taken care of
Sam Altobello, CRSP, CHSCHealth and Safety Manager at Sofina Foods Inc.
I have known Henry for more than 20 years and his dedication, commitment and attention to detail has proven great financial results for me and my family. Henry touches base with me on a regular basis..... . Henry also does a great job in recommending where my money should be invested....... I find Henry is always up to speed with market fluctuations and provides me with simple analysis to assist me in making important decisions. Thank you Henry for all your hard work and time you have put in