605 2nd Street West,
This is where we get to know more about you and you get to know more about us, our team, and services.
This is where we show you our proposal of investment strategies and recommendations in the most tax efficient way.
This is where we will sign all the necessary forms and answer any final questions that you might have.
This is where we review your investment accounts for the past year and discuss any changes going forward.
We are not a one-size fits all wealth management firm. We always listen to you and customize you a personal tailored financial strategy that you can understand.
For us to learn more about you, please bring the following items to our introductory meeting.