Recently some of our clients have approached us to speak with their friends, family and colleagues who are concerned about their investment portfolio or financial future. These referrals come from several walks of life:

• Recently retired and drawing from their RRIF
• Close to retirement, questioning whether it is still an option right now
• Worried that they do not have a complete financial plan in place
• Worried that their portfolio will not weather through market volatility

Some of our clients are understandably worried as well, but fortunately not as much as others - that is because as you are well aware, together we evaluate your overall wealth management strategy which has included:

• Financial Planning
• Income and Asset Protection Strategies
• Estate Planning
• Investment Advice

We have always believed that only by taking a complete look at your life can we ride out the market volatility by keeping our eyes and mind fixed on your ultimate objectives - whatever they may be for you. If you happen to come across any family, friends or colleagues who are concerned about their financial future and would benefit from a second opinion, we would greatly appreciate the introduction. Please call our office any time to let us know whom to call, or have them call us, or refer them to visit our website. We look forward to hearing from you. As always, if you would like to chat as well, please call our office at (604) 661-7420 and we would be happy to help.