The advice process
Being advised of any new developments that would affect me. Honest and individualized advice.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.
Derek makes sure that i understand everything before i leave his office.
The caring nature of my financial advisor, Craig.
Everyone on the team can advise and clarify our situation which indicates to us that there is a sharing of expertise and knowledge within the team.