Client Services
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Defining Client Services
We take great pride in delivering a high level of service to all clients of our firm. This is exhibited in a myriad of ways:
- Quarterly reporting
- Monthly statements
- Tax reporting
- Telephone/email contact
- Face to face meetings
- Prompt response to inquiries
- Clear and concise information
- Specialized services including but not limited to the following:
- Cash management (i.e. foreign exchange, wire and/or electronic funds transfer, certified cheque issuance, etc.)
- Online account information ('My Portfolio' via NBCN)
- Select banking services
