Chris Kuflik - ScotiaMcLeod Montreal

We confirm our commitment to you in your Client Bill of Rights.

In acting in your best interest at all times, we will:

• Conduct ourselves with the utmost integrity and adherence to the highest ethical standards
• Listen thoughtfully to your questions and concerns. Manage your portfolio with the utmost confidentiality
• Provide courteous, prompt, and professional service.
• Always be open and honest about risk, and potential outcomes

We approach your needs resolved to reach the most appropriate investment decisions that will reflect those needs and market conditions as they evolve over time. Working closely with you , your family, and any other professional that you employ, we will help identify both the strategies that will benefit you now and those you can consider for the future.

The process detailing our working relationship is clearly outlined in an Investment Policy Statement (IPS). This important document ensures a consistent approach to protecting and enhancing your wealth within pre-determined risk parameters that reflect your comfort level. In the IPS, we also identify several key elements that make up your financial goals, including the rate of return you will require to reach those goals.

If you seek comprehensive investment portfolio management supported by committed service, we invite you to meet for an initial consultation.