I would like to take this opportunity to personally welcome you to our website.
My goal is to tell you a little bit about who we are and what we do, as well as to help you to navigate your way to the information you need within the site.
When I first started in this business in 2001 things were changing rapidly. As time and technology have changed so have our product lines and services. We now have access to a much wider range of financial services and concepts.
Our philosophy, however, remains the same. We take the time to get to know our clients and understand their goals before proceeding with a process of analysis that helps in the creation of a road map to move them from where they are now to where they want to be in the future. We carefully review each client’s existing situation and then recommend a portfolio that suits their specific needs. Once the portfolio has been established, a maintenance program is put into action to periodically review each client’s situation and update the portfolio in response to any changes.
I would also like to encourage you to learn more about Our Team. This page was designed to provide some background on each of our team members and outlines their various responsibilities so that you can be efficiently directed to the right person for the promptest service possible.
Of course if you want to contact us, we always appreciate hearing from you. Also be sure to check out Articles for up to date information and tips.
President of Rusnak Financial Ltd.
Investment Funds Advisor with Manulife Securities Investment Services Inc.