David Hinds Personal
Bio l My
Approach l Contact
| DAVID HINDS PERSONAL BIO:
- Education: University of Guelph
- 29 Years in business
- Member in good standing of: CAIFA
- Member in good standing of BBB (the Better Business Bureau)
- Ethics & market conduct committee for 4 years
- Communications Committee CAIFA - Hamilton
|Supports local charities such as:
- Police Association
- Fire Fighters Association
- Child Find Program
- Youth Sponsorship
- Salvation Army
- Cancer Society
- Diabetes Association
- Cystic Fibrosis Society of Canada
- Old-timers' Hockey Challenge
- Camp Maple Leaf
- Ontario Special Olympics
- Children's Cure & Care Foundation of McMaster General
The Way I Do Business
When working with clients, I follow a procedure which has
proven effective in helping people develop a sound financial
management program. These steps include:
- Needs Assessment / Goal Setting.
In a private one-on-one meeting, we discuss your current
investment needs and goals for the future. If you are not
sure what your needs are, don't worry. We know the right
questions to ask to help formulate a plan that will work
- Financial Review / Action Plan.
A written financial plan will be provided for you, prioritizing
your goals and a step-by-step course of action to achieve
At the same time your recommendations will be presented,
it will be explained why these investments, were chosen
and how they fit your overall plan. You will be explained
everything that you will need to know about the various
investments and their alternatives.
- Education continued...
Risks and potential problems will be explained so clients
know exactly what to expect from their portfolio.
All details will be handled with regards to the implementation
of your program, including setting up your account, verifying
confirmation statements, and helping you understand statements
and other documents you will receive in the mail.
- Ongoing Monitoring / Communications.
Your account will be overseen on a continuous basis
and you will be alerted to any changes that may be necessary
as a result of movements in the markets or revisions in
your investment goals. I will also take care of the administrative
functions required to maintain your account and keep you
advised as to the status of your portfolio.
Advisor Planning Services provided by David Hinds Financial:
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Life Insurance Online
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc.,
sponsoring mutual fund dealer. All other Products and Services are offered through David Hinds.
David Hinds Financial
50 Coreslab Drive Flamborough, Ontario L9H 0B2
Phone: (905) 516 -6040, Fax: (905) 690-3533, Email: firstname.lastname@example.org
© 2021 David Hinds Financial. All