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

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