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Case study: Mr. Forrester
Martin Forrester is a 70-year-old retiree who likes traveling and spending time with family and friends. For four months each winter, Mr. Forrester lives at his Florida residence where he enjoys swimming and cycling. Given his busy travel schedule, Mr. Forrester was finding it onerous to look after his financial matters. As a result, his bills were paid late and his GICs matured and remained uninvested for extended periods of time. Also, when he returned home from Florida each April, he found it very cumbersome to get his tax slips organized in time to get his tax return completed by the filing deadline.
Mr. Forrester spoke to a BMO Harris Private Banking professional about enCircle. An enCircle Advisor arranged for his bills to be paid on his behalf, his tax return to be completed and his investments to be managed on a discretionary basis. Now Mr. Forrester receives one statement package that keeps him up to date on his finances and has the comfort of knowing that he can call his enCircle Advisor with any questions he has regarding his finances.
"enCircle gives me the peace of mind of knowing that my financial affairs are in order, allowing me the freedom to enjoy my retirement" said Mr. Forrester.
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