Over the last few months, we have been working on reorganizing the flow of our office and revitalizing the services that we offer our clientele. In the midst of all of that, some of our client communications were put to the back burner while we endeavored to ensure that our message remained clear and consistent.
Now that that much of the hard work is behind us, we felt that our first new message here should be directed at what we believe our core value is to you, our valued clients.
Yes, it is true that Algoma Financial offers one of the largest selections of financial products in Northern Ontario, from nearly every available financial institution. But it is not financial products selection that make us different than our competition, it is the fact that our focus is to understand your unique financial needs, and to put together personal recommendations that will help you achieve your financial goals. The products that we recommend are nothing more than a solution to your financial planning needs.
To give you some examples of how we can help you, please read the article linked below. It demonstrates how a financial advisor can help simply and streamline your financial life and how we can help you stay focused on your long-term goals.
http://dl.dropbox.com/u/29129394/ws_nolookingback_e%5B1%5D.pdf
If you haven't reviewed you financial plan in while, or would like a second opinion on things you already have in place, please don't hesitate to call and make an appointment to speak with us. We always look forward to seeing you and listening to your needs.
**Debt Management Luncheons Spring/Summer 2011**
Many people these days are interested in getting their debt and mortgage payments under control. And with the threat of potentially higher interest rates in the the future, this is becoming a growing concern among Canadians. If you find yourself in this situation and would like to learn more about some unique tools that we have to help you save on interest payments, consolidate debt and help you get out of debt sooner, please consider coming to our Debt Management Luncheons schedule through out the Spring and Summer, held here at the comfortable confines of the Algoma Financial Group boardroom. There is no charge for these luncheons and we offers a great menu from Panna Bar & Grill. All luncheon take place from Noon to 1pm so you can get back to work on time.
Our luncheons on Debt Management are scheduled for:
May 17th
May 31st
June 14th
July 12th
August 18th
If you are interested in attending, please RSVP with Clare Weatherby here at Algoma Financial. Our phone number is (705) 949-1316 or by email at cweatherby@algomafinancial.com
We are excited to be back and writing for you once again; and you can look forward to more exciting changes coming from Algoma Financial and Manulife Securities in the coming months. In the meantime, please consider follwing us on Facebook and Twitter.
Cheers,
Kevin & Ellen
