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Sep 6, 2016 1:14 PM Heathbridge Capital Management
We are pleased to tell you that Dennis Ly, the latest addition to our team, has been granted his Certified Financial Planner® designation from the Financial Planning Standards Council. Dennis will work extensively with our clients to ensure that account information is up to date. Most importantly, he will work with the Portfolio Managers to ensure that portfolios are appropriately structured to meet individual requirements and risk tolerance. He will develop financial plans for our clients and create Investment Policy Statements for their accounts.
Dennis is also broadening his experience at Heathbridge, helping to develop financial models and assisting with selective research projects.
Please contact Dennis if your circumstances have changed or if you feel you would like to update your financial plan. In the meantime, Dennis may be in touch with you if he feels that your information and investment profile need updating.