My Philosophy

My Philosophy

Our philosophy is simple. We want to get to know you to help you make the best decisions possible.

Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss any identified recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial security plan.

Because your plan is not static, and your situation will change over time due to life changes, new goals and unforeseen changes in your life, it’s of the utmost importance to stay in contact and regularly revisit your plan. 

It's also important to us to be proactive with your planning to help keep you updated on future opportunities that may arise from industry changes, tax laws and new financial solutions or tools. We're committed to lifelong learning and continuing our education to stay abreast of changes in the financial landscape.

Insurance products, including segregated fund policies are offered through MRE Financial Services Corp. , and Jeff Brown and Gil Ennis offer mutual funds through Quadrus Investment Services Ltd. Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design, and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

 

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