Calgary (Head Office)
421 7th Avenue SW, Suite 3415
Calgary AB T2P 4K9
Main:(403) 531-6800
Toll-Free:1 (800) 430-6999
Fax:(403) 531-6914
Branch Manager: Michael Daniels
421 7th Avenue SW, Suite 3415
Calgary AB T2P 4K9
Main:(403) 531-6800
Toll-Free:1 (800) 430-6999
Fax:(403) 531-6914
Branch Manager: Michael Daniels
Mission Statement
To be my client’s ‘concierge’ of stocks, bonds and mutual funds and ETF’s. I offer SERVICE, SERVICE, SERVICE!
Background
As a graduate from UWO with a Bachelor of Arts in Economics, and as the daughter of the founder of our firm, I bring over 25 years of experience and truly care about each of my clients.
Business Focus
I have so many different kinds of clients and offer choices for each of them to match their needs. Regardless of the size of my clients’ portfolio, I strive to offer them the ultimate in service and communication. That is what every client wishes for and deserves – it is my privilege to do so.
Investment Philosophy
My job is to offer the timing, opportunity and information with which to make a decision….my client’s job is to make the decision.
