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We are not just managing money, but our client’s dreams. We take that responsibility seriously and know that it starts with communication. We want to ensure there is a good fit between the services we can offer and the goals of the client. Whether the goal is managing risk with existing funds, building a retirement nest egg or putting children through university, it all begins with a meeting to examine what goals are being sought.

During this initial meeting we consider your:

• Personal background and future goals

• Time frame required to meet goals and need for liquidity

• Return objectives and risk tolerance

• Past history with investments