Client Commitment Printer Friendly Refer a Friend

Building strong relationships is at the heart of my business philosophy. And providing ongoing, trusted advice is my guiding principle as I help you meet your financial goals. I am committed to making your experience with me as rewarding as it can. I’ve also learned that clients both want and need to know what that experience is all about – so here is an outline of the services that you can expect from me.

To take care of your financial well being, I will:

  • Learn what your current needs and goals are
  • Help you understand your existing situation and holdings
  • Analyze your circumstances and compare them to your goals
  • Understand your comfort level around risk
  • Make recommendations based on your needs and goals
  • Prepare your personalized financial strategy
  • Monitor your plan regularly to ensure it stays on strategy
  • Prepare a personalized Investment Policy Statement based on your needs and goals
  • Provide you with small business solutions and strategies
  • Help you plan for your children’s education
  • Help you plan for your retirement
  • Provide will and estate planning strategies based on your needs and goals
  • Provide banking and borrowing solutions based on your needs and goals
  • Provide income and asset protection strategies for you and your family based on your needs and goals

To keep you well informed, I will:

  • Always be available to answer your questions
  • Provide you with timely updates on your holdings
  • Send you account statements and trading confirmations
  • Provide you with year end tax reports
  • Set up a contact schedule that works for you
  • Complete an annual review of your needs and goals
  • Invite you to educational seminars and life planning events (i.e., cooking classes, wine tasting, etc)
  • Provide you with online access to your accounts
  • Draw on our team of industry experts to provide you with research
  • Review your Investment Policy Statement with you annually
  • Send you informative articles
  • Send you informative newsletters

What we expect from you:

  • That you respond to our telephone and written reviews and be open to new opportunities or suggestions
  • To keep us up to date with significant changes in your life (i.e. marriage, business, property, retirement, etc)
  • To let us know if and how we can improve our service. To recommend our services to friends and family when we have achieved or exceeded your expectations 
Print This Page Refer A Friend To This Page

  Providing TOTAL FINANCIAL SOLUTIONS to all my clients. 
Winnie L. Go
~ Portfolio Manager, Senior Wealth Advisor

Important Information | Privacy Policy | Legal | Security | Adobe Reader
The Bank of Nova Scotia.
Copyright ©2017. All Rights Reserved.
Web services provided by The Iconic Group

® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Go Financial is a personal trade name of Winnie L. Go.