Reminder & another Introduction

Introducing our new team member:

We’re pleased to have Jordan Dickson join us in our continuing efforts to provide you with the highest level of service. His focus is client service, providing prompt follow-up to your account inquiries, scheduling advisor-client meetings, and ensuring that you have an open line of communication with everyone on our team.

For more information about Jordan, please visit his page on our website.

Annual Portfolio Review reminder:

If you have not had your annual portfolio review yet, we will be reaching out to you shortly. Please watch for our email invitation that will be coming from our Associates.

Oshawa Branch Temporary Closure

For our clients located in the Durham Region, the National Bank branch at 575 Thornton Rd. N. will be closed from May 31st until approximately November 1st for the long-awaited renovations. Until then, we will continue working from home and will meet with you via phone and video conference.

If you have any questions or need anything, please remember we are always here for you.