Discover What We Do Differently

Financial Planning

Financial planning isn’t just a tool for preparing for retirement, nor is it something that you put together once and never revisit again. Financial Planning plays a major role in guiding our investment decisions for our clients, which is why we have a dedicated team member with the Certified Financial Planner (CFP) designation to help our clients. Most organizations will be able to offer clients access to a Financial Planner, but not all are dedicated to just one team. Kayla Block has been with our team since 2008, and plays a crucial role in our client relationships. We offer Financial Plans at no cost to our clients, and update them as needed, usually every 3-5 years.

 

Investments

We provide our clients with a comprehensive investment strategy that addresses their needs and goals. We provide advice to help clients establish a diversified portfolio of individual stocks and bonds suited to their objectives. We are also registered to offer our clients Advisor Managed Accounts which is a personalized form of discretionary management.

 

Protection

Every member of our team is a licensed insurance agent. Along with the Schenstead  Aldorfer Estate Planning Team, we help our clients with their insurance and estate planning needs. Aside from helping clients attain new policies, we also provide complimentary insurance reviews to help determine if current policies are adequate/necessary.

 

Banking Services

Our partners at CIBC as well as our Private Banker, JM O’Byrne , assist our clients with day-to-day personal banking as well as lending and business needs.