Service Commitment
My Commitment to customer service includes;
- Regular review of your portfolio and pre arranged meeting intervals
- Quarterly newsletter, by email
- Online access to your investment portfolio (upon request)
- Access to me personally or my assistant Joyce Francisco, by telephone or email. I return calls within 24 hours.
- Complimentary, Retirement Planning Analysis
- Complimentary, Educational and Risk assessment review
- Annual client functions and informational seminars
In order to provide you with a higher level of customer service, in my absence, my associate would be pleased to answer any questions you may have!
Joyce Francisco
Administrative & Marketing Assistant
Tel: 604-592-7550
Email: Joyce.Francisco@dfsin.ca
