May 8th Client Seminar

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.

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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.