Thomas A. Rogers,
CIM, FCSI, CFP
Investment Advisor &
Certified Financial Planner		 Background Information
and Disclaimers
Pertaining to This WEB Site		  
 

Index of this information page

For Your Information.
About this WEB site defines this as the WWW site of Tom Rogers composed by him.
Introduction describes briefly the design and intent of the site.
Please read these governing disclaimers.
My own disclaimer regarding content of the site.
               
[index] [Menu]   [Contact]
This site is dedicated to my professional service to investors.
In its construction I have sought to:

Render a good sense of my preferred manner of relating to my clients.
Highlight the management styles I will assist with in my service to investors.
Outline my approach to the key endeavour of Financial Planning.
Explain the methods I employ in selecting appropriate securities to recommend.
Demonstrate how insurance is an effective investment for enhancing future income requirements in retirement or in the event of critical illness or to finance long term care needs aside from the recognized requirement of ensuring funds for estate securance.
Give brief descriptions of several of the financial products I may utilize.
Render weekly technical analysis charts of stock & bond markets clear enough for you to interpret for yourself.
Display a comprehensive analysis of the performance of several of my clients' accounts who respond well to my co-operative consultation approach.
[index] [Menu]   [Contact]
[index] [Menu]   [Contact]

 

Disclaimer of Thomas A. Rogers, CIM, FCSI, CFP
Thomas A. Rogers is registered as an Investment Advisor with the Investment Dealers Association and holds a Level 2 license issued by the Ontario Insurance Commission. Accordingly, he is able to advise on and implement transactions on behalf of clients involving investment securities, life and sickness and accident insurance in the Province of Ontario on an independent basis.

In the preparation of this WEB site I have attempted to present areas of my service as I strive for them to be.

There are many variables in play all of the time which include the vagaries of the financial markets, the success of our rapport or how well we get along together, and my own human limitations. All of these may affect the success of our relationship for better or for worse. If we are both doing our best to work well with one another at all times, the results of our decisions should be good.

While this WEB site constitutes a description of my Investment Advisory, Financial Planning and Risk Management services, purveyance of such services is limited to those jurisdictions in which I am licensed or otherwise permitted to offer such services.

[index] [Menu]   [Contact]

 
[index]
This is the World Wide Web Site of:-

Thomas A. Rogers, CIM, FCSI, CFP
Investment Advisor & Certified Financial Planner
Suite 1813, 50 Cambridge Avenue,
Toronto, Ontario, CANADA, M4K 2L3
Telephone:- 416-463-6880
Fax:- 416-463-6880


Contact Tom

( Design & HTML composition of the site is by Tom Rogers )

[index]