ANECDOTAL STORIES

In this section we invite you to read some examples of how we communicate complex financial strategies. We find it important not to use financial jargon when discussing our process with clients. Instead we relate these strategies to everyday events and our terminology is in Everyday plain ENGLISH!

Bike, Car, Plane
(WORD) | (PDF)

The Million Dollar Question
(WORD) | (PDF)

Wealth is created with intelligence, not emotion.
(WORD) | (PDF)

Calculators Mackenzie Investments