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Portfolio Management A financial plan is a living document. It needs to reviewed regularly and amended when necessary. However, a plan is worthless unless you act upon it. For you to achieve your financial goals the strategies outlined in your plan must be implemented and regularly monitored. It is…
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McNaughton Agency Inc. is a multi-line exclusive agency representing The Co-operators. We will provide sound advice and personal service to our clients. Our success relies on helping our clients reach their goals through our comprehensive range of home, life and auto insurance products. And we also…
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We feel it is important to cultivate long-term relationships with our customers and not just sell specific products. As professionals, we understand that the customer’s trust is the heart of the financial planning relationship. Our goal is to earn that trust by maintaining our competence, integrity…
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Joy O’Donnell is dedicated to helping people create and preserve wealth. The key to her success is the personalized approach she takes to assisting clients with a full range of services including comprehensive financial planning, retirement planning, investment management, planned giving, estate an…