We look forward to a long-term relationship and are honored that you chose us to help you meet your financial goals. Your satisfaction is important to us, so take a minute to read the Profile Service Guarantee.

Now that you’re a client, you can expect:

Help in setting up online viewing of your account.
Ongoing financial education – we want you to feel comfortable with your investments.
Review of statements – it’s critical that you understand what you have and its role in your portfolio.
Guidance organizing paperwork – especially in the beginning, you’ll get a lot of mail from us and Portfolio Resources Group, Inc., our U.S. broker-dealer. We’ll help you understand which documents you need to keep.
Regular account reviews – we’re a team! Together, we’ll talk about your overall financial picture to make sure that all of the different parts of your financial world fit together intelligently.