I have worked in the financial business since 1992, all at the same location in the old Carriage Works building on Wilson Street, Ancaster, with my fellow colleagues and founders Len and Clarence Bick along with my fellow colleagues. I also hold a Certified Financial Planner (CFP®) designation. We fully customize an Investment Portfolio, detailed Financial Planning and approach for you. I also have a full client service team who would know all of your administrative needs personally:
We look at each client as a lifetime relationship, related on attaining your goals which always includes financial security. We like to stay in contact and continue to provide a proactive detailed approach and to make adjustments along the way as your life and the world changes. We become the financial “quarterback” as I like to say. The Bick Advisors work together as a team on our investment, tax, estate and financial planning philosophy for you. We know more, do more, and care more. Please contact me by email or phone to have a short discussion to see if there would be a good reason to meet. When we meet, my goal is to see if we connect first of all, and if there are mutually beneficial reasons to consider working together. I also have an information package that I could send if we decide to set up a meeting.