Our financial set up has been very efficiently handled and suits our life style.
Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
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.
Being advised of any new developments that would affect me. Honest and individualized advice.
Derek makes sure that i understand everything before i leave his office.