Detailed Financial Review

For our clients who are considered "Heritage" accounts (see our Services: Heritage Program tab) and have complex financial needs and goals, we offer (free of charge) the services of Leanne Teston, a Senior Financial Planning Consultant.

Using a disciplined and analytical planning process, Leanne will work with our Heritage clients to develop a highly customized and comprehensive financial plan. As part of this planning process, she explores relevant financial, retirement, tax, will and estate strategies. Your financial plan will identify specific gaps and opportunities to help you establish and achieve your goals in line with your priorities. The first draft of Leanne's report is usually available for discussion in 6 to 8 weeks. R. John Campbell may assist Leanne in these reviews, as well as be involved in other financial planning efforts.