Client 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 beginning in the spring. Look forward to hearing more about them in the future!

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Working to meet your needs

Ogilvie Daugherty Financial Services is committed to the health and wellbeing of our clients, employees, and communities.  As we all continue to navigate the COVID-19 situation, we want to reassure you that we remain committed to you, and all your wealth management needs.  As such, our office is open to serve you under the current safety guidelines. Our door remains locked, and you can ring the bell to let us know you are here during normal business hours.   If you arrive outside of these hours, please call us to let us know you are waiting.  Visitors are required to  complete the COVID-19 Screening Questionnaire we supply upon arrival, wear a mask and hand sanitize.  If you have any concerns, please feel free to call and discuss them with a staff member.

Please also note that our financial advisors will continue to offer virtual meetings if you prefer. 

 

Thank you for your confidence.   Stay well, stay safe.