First appointment:

A first appointment is intended to allow a potential client to get a "feel" for our office and investment style. It can be as basic as coming in our office and meeting our staff or attending a seminar. Or if you would prefer, we can set up a formal and thorough review.

For a thorough review, we ask potential clients to bring the following:

  • last year's taxes
  • last year's Notice of Assessment
  • a copy of your current investment holdings
  • a copy of your insurance policies
  • information on any debt (including mortgage) or assets
  • a list of any questions

After the appointment if we feel that working together would be a good fit for both parties*, we would send a letter that reviews the appointment and outline a proposal of any changes we would recommend. If you choose to work with the Gerald Flaherty Agency, a follow up appointment would be made to enact the recommended changes.

*Because of the high level of service we provide our clients, we are limited in the number of new clients we can accept. We will let you know either during the meeting or in a follow up letter from our office. Our decision is based on a combination of issues including personality, needs, compatible investment philosophies and assets.

 

 


There are no fees or charges to call our office or for an appointment. The Gerald Flaherty Agency strongly encourages contact by the client whenever they have a question.

There are no silly questions and we believe a well-educated client feels better about their investments if they understand why Rick and Jessica make their recommendations.

Rick and Jessica stay abreast of market conditions, legislative changes, portfolio manager changes and company strengths. They read the newspapers daily, attend seminars and conferences to be up to date on products. Monthly, they review and compare funds by an independent source. Rick and Jessica will contact you if they believe any changes or adjustments need to be made to your portfolio.

We send statements directly from our office (this is in addition to the statements sent out directly from the companies). The statements are always on mint green paper and are reviewed before they are sent out..


   

 

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The Gerald Flaherty Agency
111 Charles St. Hamilton. Ontario L8P 3E4
Ph: (905) 525 4255, Fax: (905) 525 4294

website updated September 10, 2013