We’ve moved!
November 18, 2011
Filed under: Financial Planning
We're pleased to have joined The Heritage Group Private Financial Services Inc. located at 45 Speedvale Ave. E. in Guelph, ON. My new phone number is 519-822-3887 and my e-mail address is .
Our move will benefit clients in a couple significant ways. With 6 financial advisors on staff, we'll be able to compare strategies to provide the best alternatives for clients. And with more licensed support staff, the advisors have more time to spend with their clients. And with the size of our office, suppliers pay significant attention to the needs of our clients.
Over the next few months, the content of this website will be renovated. We'll certainly keep what clients like - for example, on-line access to review their portfolios. Clients will continue to be able to purchase "self serve" insurances like travel insurance and health/dental insurance by going into our "Resources" tab at the top right. And we'll improve some of the information available, particularly for business owners and professionals.
Our focus on clients remains the backbone of our service - Our dedication is evident by the way we maintain regular contact with clients, our disciplined approach to providing innovative and proven financial strategies and our devotion to providing detailed annual reviews and adjustments to client financial plans.
Thank you for your patience as we move forward with our changes!
Insurance products and services are offered through Manulife Securities Insurance Agency licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents.
