We’re Selective About Who We Work With, and You Should be Too
Our most successful client relationships are based around a shared set of commitments.
Determining if we are a fit for each other is an important part of our process. We start with understanding your goals, concerns and what’s important to you. To understand your financial situation, we analyze your documents and investment statements and discuss your risk tolerance. We also get to know each other, how we operate and what makes us tick. Then we mutually decide if Sawchuk Wealth is the firm best suited for helping you achieve your financial goals.
We understand discretion in communication is important. If you have a preferred time of day or method of communication, please let us know in the message section of this form.
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