As always, if you have any questions about the markets or your investments, we here to talk.
For your safety and convenience, we are doing client meetings by phone, Skype, Zoom, or porch visits. While we may work from home, we have protocols in place to do in-person meetings at our office, with masks, sanitation, and limited people. If you would like a portfolio review or updated financial plan, you can always reach us to schedule an appointment by contacting Terry at email@example.com and (289) 479-5059 or Diana firstname.lastname@example.org and (289) 479-5512.
- David Wyatt, BA, B.Comm, CFP, Senior Investment Advisor, Manulife Securities Incorporated
- Katlin Wyatt, BA, Investment Advisor, Manulife Securities Incorporated
- Diana Kancko, Executive Assistant, Manulife Securities Incorporated
- Terry Wyatt, Executive Assistant, Manulife Securities Incorporated