Our clients know they can rely on:
- a defined ,consistent approach to financial planning
- a commitment to a long term relationship
- a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Understanding Your Statement
Beginning in 2017, you will find that your fourth quarter statement, typically mailed out in January, includes two new sections. Overall, the addition of these new sections to your year-end statement aims to enhance your understanding of the overall performance of your investments as well as the cost and compensation related to your accounts.
Is your RRSP on the back burner?
It’s easy to get distracted when saving for a far-off goal like retirement. But an RRSP offers many rewards, so it’s critical to stay focused and make the best use of this unique opportunity each year.Watch Video
Bruce Mann has guided me through owning/selling my business and into retirement. Bruce has encouraged me to invest in a variety of investment opportunities. His friendly office staff make my trips to his office a wonderful experience. I look forward to years of his assistance in the future.- Karen
Bruce Mann is a very competent financial advisor. He has looked after both our business and personal needs for over 12 years. He is very personable and knowledgeable. Bruce listens to our needs and concerns and he comes up with solutions for us to consider and implement. We are proud to know and recommend him.- Cindy