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Philosophy Our philosophy is simple. Our investment philosophy operates within each client’s risk profile. An investment portfolio is designed to achieve each client’s unique goals. Tax planning and minimization is a key component of the financial plan. Each client’s account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, we meet with each client annually and then make appropriate adjustments to their accounts. We believe that our best client is the one who is fully informed. We have a strong commitment to client communication through regular letters and emails.
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Janet Baccarani, Senior Financial Advisor and Certified Financial Planner DEDICATED FINANCIAL SOLUTIONS Manulife Securities Incorporated is a Member CIPF The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where Janet Baccarani and Jennifer Black are not qualified to effect sales. This website is not meant to provide legal or account advice. As each situation is different you should consult your own professional advisor for advice based on your specific circumstances. Manulife Securities and the block design are registered service marks and trade marks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Securities Incorporated and Manulife Securities Insurance Inc. |
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