When you work with a financial advisor you need to know what services you may expect.
We designed our advisory service to provide you with personalized investment advise. Accordingly, our professionals are always available to meet with you. We created our team’s website and we send out regular emails to keep you up-to-date on matters of personal finance. We always pick up or return your call so we may answer your questions promptly.
We can help you assess your situation, identify your priorities and clarify your financial goals. Our full suite of “pension-style” portfolios are specifically designed to meet your needs. We are very confident in our investment management process and would be delighted to share our portfolios with you.
Please visit our website to learn more about us: www.cwealth.ca
Our relationship with our clients is built on trust. If you would like to discuss how we could design a “pension-style” portfolio for you and enjoy the many benefits of our consulting services, please call us at 416.258.8907.
Your CommonWealth Team
