Total Financial Solutions
| Financial Planning |
| Retirement Planning |
| Estate Planning |
| Tax Planning |
| Insurance Planning |
Webcasts
Malcolm Burrows
Head of Philanthropic Advisory Services. Topic: Combining Philanthropy & Financial Planning. Listen in Today!
Head of Philanthropic Advisory Services. Topic: Combining Philanthropy & Financial Planning. Listen in Today!
Scotia Online
View Your Investment Portfolio & Banking Online.
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| Client Commitment |
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At The Fournier Montgomery Group, we take a complete look at your life for a more complete financial strategy including investments, insurance, estate and trust planning and banking services. We help you achieve peace of mind by providing trusted advice and personalized solutions to meet your financial goals. Our Team is committed to acting in your best interests, offering advice and service designed to exceed your expectations.
Our Client Commitment involves the following...Outstanding Client ServiceProviding superior service by putting your needs first. We understand the importance of earning your business. This is why we are dedicated to doing everything we can to help you reach your financial goals. To ensure you receive the level of service you deserve, we establish a clearly articulated service commitment with you.
Through regular communication we promise to:
Personalized Financial SolutionsDelivering proactive advice with an integrated approach. To reach your goals, our team of Wealth Advisors will develop a complete strategy that encompasses your entire financial situation. All your needs are assessed - from insurance planning, and tax planning to cash flow management, small business or personal lending, and will and estate planning. Our Team capitalizes on the power of a total financial solution to maximize opportunities while managing potential challenges.
We draw on our specialists from across the Scotiabank Group and other professionals integral to your situation, including your accountant or lawyer. You get a complete strategy with specific steps to reach your objectives and the benefits of quality advice.
Disciplined Investment PhilosophyOur investment philosophy is to deliver long term growth while managing risk. Relying on a proven approach to investment success, The Fournier Montgomery Group will do the following:
To ensure you stay the course during a variety of market conditions, your financial strategy must be clearly defined. A key element of our Client Commitment is rigorous adherence to a disciplined investment philosophy. As part of our advisory process, our Team will regularly monitor your portfolio to help you stay on target. Ongoing decisions are guided by your established strategy, reducing the impact of market volatility. For more information please Contact Us Today!
Team of ExpertsAssembling specialists to provide quality advice. The Fournier Montgomery Group will identify the specialists uniquely positioned to provide you with advice and comprehensive financial solutions, and remain at the heart of this team. Your Team includes the following experts:
The continued involvement of seasoned professionals, along with the regular reviews built into our advisory process, enables us to deliver a plan capable of closing the gap between where you are today and where you want to be.
Our Advisory ProcessA systematic, proven process that keeps your finances on track. The development and implementation of your complete financial strategy is guided by our process. Regular review and refinement by our Team ensures its ongoing success. View our Comprehensive Planning Circle Here!
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