As your financial advisors, we are focused on exceeding your expectations.
If at any time you have an issue, concern or question, feel free to call us immediately!
At Monteith Financial Group, there is no such thing as an unimportant question.
- Listen to your needs, wants and concerns. We will not make a recommendation until we fully understand your current situation and goals.
- Help you define your financial short and long term goals.
- Develop customized strategies to assist you in meeting your identified goals and help you understand the financial outcome of the life decisions that you make.
- Offer comprehensive financial planning, including: cash flow planning and debt management; wealth accumulation; review of life insurance and risk management; income tax minimization; and estate planning.
- Provide ongoing guidance with life events such as: career change; home purchase; changes in marital status; family additions; and retirement. We will amend your strategies to account for these changes.
- Contact you to set regular meetings to review performance and monitor your progress towards attaining your identified goals.
- Communicate with you in a way that you prefer and with a frequency that you are satisfied with.
- Maintain our expertise in personal finances through professional development attained through courses, continuing membership and involvement in the professional associations with whom we are affiliated.
- Share new ideas and opportunities as they are introduced to the marketplace.
- Strive for same business day response. If you call us with a question, concern or issue, someone on our team will endeavour to return your call that day