Content of sectors within www.tomrogers.net (investment service) and www.tomrogers.ca (insurance service)
Please scroll down to see more

Summary of My Advisory Profile

	My Experience and Designations	University education, professional designations and experience in personal financial service to individuals.
	The Financial Services I offer	Personal financial planning, including securities investments and life insurance suitable to your plan.
	Insurance for Living and lives beyond	A focus on Universal Life as a tax sheltered investment for personal future needs before its estate function.
	Advising on Investments	Conscientious recognition and respect for preferred investment risk and style parameters of each client.
	Considering how to work together	A step by step procedure to build an effective working relationship focused on securing your objectives.
	Kudos from clients are very pleasing	Some pleasing client comments and a link to formal letters of reference and a peer group appraisal.
	My employer's and my own disclaimer	This page also outlines the informational intent I've attempted in the construction of my website.

Securities Investment Service

	On The Avenue of Investor Service	Contains description of the guidelines and nature of my client service and relationship. (on tomrogers.net)
	Guidelines for my Investor Service.	How I like to carry out my responsibility to render effective service to my clients.
	Working Together For Best Results.	Commentary on the nature of the professional relationship I seek to achieve with each client.
	Investment Styles Which is Yours ?	Conscientious recognition and respect for preferred investment risk and style parameters of each client.
	Composite Approach of Recommendations	My own parameters for determining appropriate recommendations and guidance per person.
	The Method of Building Buy Lists	Blending my own technical analysis with independant fundamental analysis and corporate information.
	Performance analysis of client accounts	In depth performance analysis of client portfolios over several years vs comparable indices benchmark.

Weekly Market Vision & US Candidates

Visual Portrayal
of US Market

4 chart sequences designed to give you a clear sense of the market's position. Helping your buy / sell choice.

Avenue of Financial Planning

	On The Avenue of Financial Planning	Nature and process of Personal Financial Planning; very important as a framework for investments.
	The procedure in Financial Planning.	Six steps of Financial Planning Process from goals to design to implementation to monitoring progress.
	The Statements of Financial Planning.	The basic statements including Cash Flow, Retirement Projection, Net Worth, Education Planning and others.
	Subject Matter of Financial Planning	Budget, Tax, Retirement, Investment and Estate Planning plus Risk Management are some of it.

Seperate Insurance Service {at www.tomrogers.ca}

	Wise investors protect & shelter	Sanguine investing for long term with immediate protection and tax shelter yields higher capital access.
	Illustrations of benefits during life	Tax sheltered wealth accumulation for retirement or health needs with targeted estate asset protection.
	Protect against looming Estate tax.	Looking at Universal Life to offset estate tax on RSP assets and to provide enhanced retirement income.
	The engineering within a UL Policy	Sequential cost benefit flow sheet on structure of a Policy v.s. unsheltered unprotected alternative.
A seperate financial service of mine in which Beacon Securities Limited has no affiliation or participation.

Avenue of Qualifications

	On The Avenue of my Qualifications	Contains description of my qualifications and experience together with references.
	My background experience	University to bank development to fund management to individual financial service.
	Registration and As License notes	Investment Advisor, Indepedent Life Insurance Agent, Certified Financial Planner
	Certified Financial Planner licensee	CFP credential implies adherance to established high standards of competence and ethical practice.
	Detail on my CIM Designation	Studies in Professional Personal Financial Planning with advanced Investment Management
	Commentary on my FCSI Accreditation	Recognition of the most rigorous requirements of education, experience, and ethical conduct.
	Independent Fincl. Brokers of Cda.	IFBC, an association of professional financial brokers provides continuing education, standards and advocacy.
	Value Added with Technical Analysis	Experienced in the techniques of identifying price behaviour as an aid to investment timing
	Letters of Reference + a few kind words	Formal letters of reference along with, a few kind comments from my clients