Our Mission Statement:
“To be the most important financial advisors in the lives of our clients. To be the most respected financial planning firm in our community. We will not be satisfied until our clients are.”
Our clients know what is best for them. Our role is to understand our clients’ goals and introduce the best products in the market that fit those goals. We believe that the financial plan is the first step and that products are then selected to fit that plan. The plan includes taking inventory of what you have now and forecasting the future value of your investments. Together we determine what is required in the future, and build a financial plan to reach your goals. Nesbitt Financial Strategies Inc. works with you to make your plan flexible, market competitive and tax sensitive.
Our firm was designed to provide a broad range of financial services. We offer you advice in both risk and asset management.
Risk management covers a wide range of insurance products. If you require life insurance, disability benefits or group coverage, we can help you find the solution that is right for you. If you have money to invest, our asset management experience will serve you well. In this area we deal with guaranteed products and mutual funds*. These products allow us to help you with your savings, RRSPs , and ultimately your need for RRIFs.
We were very careful with the companies we chose to work with. We looked at their creativity, service and financial stability before we agreed to use their products. The variety of companies and products allow us to custom tailor solutions for your needs.
*Mutual fund products are offered through Manulife Securities Investment Services Inc.