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This page last revised: February 19, 2005

Would a trusted second opinion of your portfolio bring you some peace of mind during these rapidly evolving times?

Everything has been changing of late. The world seems to be in a constant state of flux and North America is no longer immune to world events as it once was. Has the thought crossed your mind that perhaps your portfolio may no longer contain the best mix of investments in today's situation? Wouldn't a review by someone with Dixie's expertise and experience be a great idea, if only to put your mind at rest?

Dixie offers an initial no cost, no obligation session to review your portfolio. At the end of the session, you will receive:

  • A personalized investment assessment

  • An immediate tax-saving tip

  • One proven estate preservation idea to implement

This is a limited time offer that could be withdrawn at any moment so book your session now! You have nothing to lose and everything to gain!

Book your session now!

Two easy steps to follow:

  1. Submit the short form below and Dixie's assistant will call you to arrange a convenient time for you to meet with Dixie

First Name
Last Name
E-mail Address
Telephone Number
Best time to call
I would prefer to meet with Dixie at

Specific areas of interest I wish to discuss

  1. Once you have scheduled your meeting with Dixie, click here and review Dixie's checklist of How to Get the Most from Your Review

If you prefer to book your appointment by phone, call Dixie's assistant, at 416-441-4146 or 866-441-4146.
   

 

Copyright Dixie Allen, 895 Don Mills Road, Two Morneau Sobeco Centre, Suite 108, Don Mills, ON  M3C 1W3