We are excited to introduce to you our new financial planning services, Total Wealth Management!
We have designed Total Wealth Management to be an intentional, proactive planning approach that enhances the services we deliver to you by managing your entire financial life.
We have put together a video series for you to learn more about Total Wealth Management and what you can expect to experience going forward.
In part 1 of 5, Garry and Lyle discuss the origins of Total Wealth Management and an overview of the process. In the next few weeks, you will receive additional e-mails explaining the different elements of the service and the new enhancements you can expect moving forward.
Thank you for your continued friendship and partnership with our team at Master’s!
