Becoming a client is easy. Call me to set up an initial appointment. During our first meeting we will discover some of your most important financial goals and needs. We will also find out if we are compatible to work together on a long term basis. Don't worry if you have investment accounts at other financial institutions. Most investments can easily be transferred to MGI Securities.

I enjoy working with clients who are committed to reaching their financial goals. It's not about account size or age. It's about desire, attitude and willingness to succeed. Let's take this journey together.

For a complimentary, no obligation, consultation, call my direct line: 416.864.2639 (or toll free 866.269.7773).

Susan Mallin, CIM, CFP, Investment Advisor - Serving Toronto and the Greater Toronto Area since 1995 and now licensed in Alberta.