Meredith Lyon
I understand that my clients are the most important part of my firm and that personalized service is essential when matching clients with the right financial products and services. As a Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a portfolio focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post secondary education or planning for retirement.
I believe a portfolio must reflect your personal or business situation, morals etc., and so I will work to highlight the financial security products that best fit your goals.
Once your custom tailored portfolio is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
If you have questions about your plan or about specific financial products
We will set up a timet to review your needs and address any questions you may have.
