Schneider & Pollock Just Celebrated a Birthday
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recommend a stock (even a bland one like Royal Bank), or -
tell you whether it’s a wise idea to buy or sell a particular bond (even a boring one like Enbridge).
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Our clients come first. We have received many Saturday morning emails from clients and met them in person that same day or over Zoom. Often, the topic for discussion is a matter of personal finance that would be best left to their accountant. However, we’re a full-service firm that has committed to doing whatever it takes to help our clients. -
We keep our word. If we say we’re going to do something, we do it. That could be as small as sending a detailed report specifying their unused TFSA contribution room, or it could be a phone call to chat about the asset allocation. -
We work hard each day. A “down day” in the stock market is never fun, and we don’t have the same energy when clients lose money as we do when their stocks go up in value. However, we work hard each day and give our clients the best value for their money as possible. Our firm works on evenings and weekends if there is work to be done that our clients require.
DISCLAIMER: Unless otherwise noted, all publications have been written by a registered Advising Representative and reviewed and approved by a person different than its preparer. The opinions expressed in this publication are for general informational purposes only and are not intended to represent specific advice. Any securities discussed are presumed to be owned by clients of Schneider & Pollock Management Inc. and directly by its management. The views reflected in this publication are subject to change at any time without notice. Every effort has been made to ensure that the material in this publication is accurate at the time of its posting. However, Schneider & Pollock Wealth Management Inc. will not be held liable under any circumstances to you or any other person for loss or damages caused by reliance of information contained in this publication. You should not use this publication to make any financial decisions and should seek professional advice from someone who is legally authorized to provide investment advice after making an informed suitability assessment.