Education: Financial Management Advisor, Canadian Securities Institude Canadian Insurance Course, Canadian Securities Institute Canadian Securities Course, Canadian Securities Institute Bachelor of Commerce, Memorial University of Newfoundland Specialties:
Managed Money Products
As an Investment Advisor, I specialize in leading individuals interested in their retirement through an investment approach with the long term goal of increasing portfolio performance and preserving capital without taking on undue risk.
Generally, my customers are either business owners or other individuals who are very interested in either retiring early, growing their portfolios, or preserving their retirement nest egg. They tend to be conservative, low risk investors wanting to enhance the growth or income component of their portfolio.
A diversified portfolio that meets performance needs and should minimize risk.
Managed Money programs using the top managers in the industry to achieve excellent results.
Face-to-face reviews of goals and performance.
Prompt client follow-up to calls and inquiries.
Access to BMO banking and Estate Planning services.*
Client Communication and Service as Top Priorities.
Access to Top Ranked Research.**
I am committed to:
building a solid, lasting relationship with each client.
keeping clients informed, promptly returning phone calls, and quickly following up on administrative issues.
providing access to a wealth of educational materials.
monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions.
reviewing goals, strategy and portfolio performance with my clients on a regular basis.
Please explore the "Learn More" tab at the top of the page to learn about Steve Tasker, Estate and Insurance Advisor. This site can be accessed directly from www.FrazerColbourne.com
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