We have taken steps to secure relationships with a broad assortment of Canada’s leading investment and financial companies. This way, we can always strive to find the best platform and solution to meet each client’s unique needs.
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Mike Washburn, CLU, ChFC, CKA
(506) 457 2749
Fax: (506) 474 1896
466 Queen Street, Wilmot Alley
Our work is written in customized reports that are tailor made for you. We review the reports together and answer any questions that arise. Often, we end up re-writing parts of the report based on further feedback from you. Finally, a checklist is presented with priorities noted to enable sure implementation of the desired results. But our job doesn’t end there. With scheduled follow-up meetings, by phone and in person, we keep the plan current to keep you on your path.