On Thursday May 8th, Ogilvie Daugherty Financial Services held our Spring client information seminar in Kitchener. The first speaker was Lisa S. Toner, B.Soc.Sci., LL.B., of Sorbara Law who spoke on the importance of Wills, Powers of Attorney and Estate Planning. The second presentation was done by Bernd Silbermann, District Vice-President of Manulife Financial Wealth who showed the new Retirement Plus product and how it works.
The purpose of these seminars is to provide our clients with new ideas and give them an opportunity to ask industry experts who support our team questions they may have.
Details will be coming soon about our Fall seminar.
On September 26th, Ogilvie Daugherty Financial Services held it’s second client information seminar.
Peter Wouters of Empire Life spoke first on estate planning and leaving a legacy. David Dobbin from Manulife Bank gave great insight into the products the bank offers as well as effective ways to use them.
We will continue having these seminars next year...
Welcome to the new Ogilvie Daugherty Financial Services website!
Look forward to reading educational pieces as well as product information. There will be weekly blog posts for you to read and share.
Feel free to send any feedback or topics you're interested in via the “Contact Us” tab.
We have physically closed our office as per the mandate by the Ontario government and all of the staff and advisors have been set up to work at their homes. All of our staff can be contacted via their office email and their office telephone numbers and extensions. We are working to be as accessible and available for clients as normally as we can however there will be no physical meetings with clients until things get better with COVID 19 and social distancing. Please note that only phone, skype or zoom meetings will be arranged at this time.
We certainly are available to you during this uncertain time. Stay Well, Stay Safe