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Investment Advisor
Registered with Peak Securities
Phone: (604) 688-9577
Fax: (604) 688-7608
E-Mail: dcolter@solguard.com
Licenses
Licensed for Securities
Licensed for Life, Disability and
Critical Illness Insurance
Philosophy
The creation of a written, comprehensive financial guide can be the key to achieving your financial goals and objectives. Even more important than the selection of investment choices, a financial guide will provide you with a roadmap that will help you to determine where you are, where you want to be and how you can get there.
Given the uncertainty in financial markets, a financial guide can provide peace of mind and confidence in the knowledge that you can achieve your financial goals and objectives.
The guide will be provided to you with no obligation. An initial meeting of one hour is required to gather the necessary information, and a follow up meeting to present the plan will be required two weeks later.
Will provide advice on...
Investment Options
Retirement Strategies
Risk Analysis
Estate Options
Tax Strategies
Insurance Needs Assessment
Cash Flow Statement/Projections
Services
A Quarterly Comprehensive Financial Statement that combines
all products managed by Solguard onto one statement.
A quarterly portfolio review. Any suggested changes will
be discussed with you.
At least one annual face-to-face meeting to review investment strategy
and update the financial guide to reflect any changes in your situation
or changes in goals and objectives.
A Quarterly newsletter.
Periodic correspondence on issues or investment products appropriate
to your situation.
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David Colter offers financial planning and insurance services as an independent representative, under Solguard Financial Ltd., and these services are offered independently of PEAK Securities Inc.
PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds and mutual funds. PEAK Securities Inc., is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com.
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CLIENT DOWNLOADS:
Financial Review
Document
Checklist
(PDF, 1pg, 13k)
Personal Cash Flow Form
(PDF, 1pg, 13k)
Online Personal
Cash Flow
Calculator
CSA Investment
Planning Worksheet
(DOC, 4pgs, 368k)
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