• Goals and Objective Setting
• Portfolio Review and Analysis
• Retirement Needs Projections
• Education Needs Analysis
• Basic Tax Planning
• Estate Planning Assistance
• Portfolio Monitoring and Switches
• Ongoing Consultation and Advice

Communication is key to understanding financial opportunities, so we provide a number of vehicles to maintain contact with our clients. Through regularly published newsletters we monitor and report on companies, individuals, legislation and events that shape the economy and affect the markets. For fast-breaking information, we frequently produce information bulletins to ensure that accurate, up-to-the-minute information gets to our clients in a timely fashion. And for even more instant updates, all bulletins and newsletters are published on this website.

Of course, a comprehensive Statement of each client's portfolio is printed and mailed on an annual basis by our mutual fund dealer, FundEX Investments Inc. Portfolios may also be reviewed at any time through our secure "client access" facility on this website.

Although we do not believe in "timing the market", world events, market trends and industry issues can affect short-term performance. Gary conducts a minimum of two comprehensive reviews of each clients holdings annually (typically January and July) and forwards a written overview with recommendations to each client.

We are committed to providing the current and timely information and advice you need, when you need it.