In working with my clients, I like to:-
- Relate in a partnership style with a consultative approach.
- Be conscious of the need for continuing client awareness.
- Give guidance suitable to each individual's own style and objectives.
- Employ the advantage of timing techniques developed over the years.
- Make full reference to research resources available to me.
I also believe it is important each person have a financial plan to meet their future requirements. As a Certified Financial Planner I am qualified to provide this additional service as well.
If you have an investment portfolio, or funds you would like to invest, I
invite you to draw upon my careful assistance in helping you select from a full range of securities appropriate to your purpose.
I will be pleased to hear from you and try to be as helpful as I can. Please proceed to see how we might work best together.
Sincerely,
Thomas A. Rogers,
CIM, FCSI, CFP, EPC *
Investment Advisor
416-463-6880
* Canadian Investment Manager
Fellow, Canadian Securities Institute
Certified Financial Planner
Elder Planning Counselor
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