J.P. Collins, CIM, FCSI
As my client, here is what you can expect:
1. I commit to listening to your needs, wants and concerns each time we communicate. I will not make a recommendation until I fully understand your situation.
2. I will always explain your financial planning options, costs and our relationship
with suppliers when making recommendations to you. I want to ensure that you know
that we are putting your interests ahead of ours.
3. I will always explain my recommendations in plain language so that you always
understand what I’m talking about.
4. I will contact you to set regular meetings to review performance, discuss future
planning opportunities and any significant changes in your financial circumstance.
5. I will always be available by phone, in person or by email to ensure that I meet
your communication needs. I have a “24 hour” return call policy.
6. I will provide all clients with the option of a comprehensive financial plan which
will give you an understanding of your risks with regard to investing, taxation, insurance,
wills, estate planning and powers of attorney.
7. I aim to fully understand your lifestyle and retirement needs so that I am able to properly
balance the risk in your portfolio with your expectation of returns.
8. With regard to the performance of your portfolio, I will measure your investment
performance against written goals.
9. A large component of my role as your advisor is to educate you to new ideas and
opportunities. I commit to bringing you new and relevant ideas that are introduced
to the marketplace.
Short-Term Pain, Long-Term Gain
Nov 28, 2022
Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....Read more
Fighting Inflation with Crucial Rate Conditions
Nov 01, 2022
Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....Read more
Mark-to-Market Isn’t Giving You the Complete Picture
Sep 30, 2022
What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....Read more
Leave a Note
Please fill out the form below