“It’s good to have money and the things money can buy, but it’s good, too, to check up once in a while and make sure you haven’t lost the things that money can’t buy.”1
Doug Lunam and Dwayne Cranston who manage more than $60 million in client assets, “check up” regularly by basing their business on personal service and client relationships.
“We focus on building relationships with our clients, and we pride ourselves on really knowing each person: their goals, needs and expectations, even as they change over time,” Doug says. “We know that means being available to people in the way that is most convenient for them, so we connect in our offices, in clients’ homes and by telephone. It’s all about making it work for the client.”
“The financial industry is fast-paced and ever-changing, and it can be a challenge to navigate,” says Dwayne. “I love helping people understand their financial options and working with them to develop a portfolio that fits within their timeframe and risk level, and, most importantly, achieves their goals.”
Working as a team, we are able to offer an exceptional level of attention and service to our clients.
We work in partnership with our clients so they are an active participant in our investment process, which creates a relationship based on integrity and trust.
We assess clients’ financial goals, timeframe and risk tolerance and develop and implement personalized investment and retirement strategies.
We re-examine client portfolios regularly and recommend changes as market opportunities arise in keeping with clients financial goals.
1George Horace Lorimer, editor, Saturday Evening Post
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