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We at the Dries/Smith Group believe a regular scheduled, formal portfolio review
is an essential part of your investment discipline.In order to offer you increased
service and flexibility, we have listed below all the possible times on a weekly basis
that are reserved for portfolio reviews.
For your convenience you can book your Portfolio and Wealth Review by completing the form below. Or if you prefer, contact our Associate John Boast directly at 416-682-6521
Please review and indicate reason and the time preference that works best for you
below. We encourage you to come in person to our office but respect that this may
not always be possible. If you prefer a telephone conference call review, please indicate
below.
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