Karen and Andrew are in their early 50s and have been married for over 25 years. Karen is director of a large accountancy business, having worked her way up through the company over many years. Andrew is the CEO of his own successful printing firm. Both are mindful that the wealth they have earned was not easy to come by. When Karen and Andrew were considering an investment counsellor, a key priority was protecting their nest egg by hiring a trusted firm they could work with over the long term.
Each of our clients has a unique financial objective, and on the way to achieving their long-term goals, we work hard to preserve and protect the wealth clients have earned over their lifetimes. We know many will not have another chance to earn it again.
After listening carefully to Karen and Andrew, we showed them how we could design a conservative investment portfolio to help protect their wealth over the long term. Our Wealth Advisor also helped the couple understand that periodic declines in financial markets are inevitable but usually temporary, and explained the benefits of following through on their well-considered investment plan. We have been in business more than 25 years, and over 3,200 families across the country trust us to manage their investments and help them reach their financial goals.
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