- I promise to do the very best I can when it comes to your Investment, Retirement Income, Estate and Tax Plan.
- I will provide home meetings at your convenience.
- I will provide a personal income tax service.
- I will provide updates on your investments and an explanation of all summaries, confirmations, and statements.
- I will not charge a fee for switches, resets or rebalancing on your accounts.
- I will disclose how I get paid, including all commissions paid to me by the financial institution where your money is invested.
- I will assist you in organizing your Financial, Estate and Tax records.
- I will keep your files and information confidential and will not discuss your personal file with anyone unless authorized by you.
- I will provide ongoing advice to you, your spouse, and your beneficiaries.
- I will maintain my licence by achieving my education credits in accordance with the Financial Services Commission of Ontario standards for agents.
- I will assist your executors in any way I can to help transfer your estate and help in their duties as executor.
- I will return your messages and calls in a timely manner. I can be reached at 613-618-3441 or nbusa@nbfminc.com I appreciate your business and will strive to help you achieve your financial, estate planning and succession goals.
Natale Busa, Financial Consultant