PERSONAL TRUST

The Personal Trust provides clients planning for, or now in their retirement years, as well as their families with personalized financial advice and solutions. They believe they excel at understanding their clients' needs and aspirations while building client loyalty in the process. The first step to achieving your short-term and long-term financial goals is to develop a focused, appropriate financial plan. Clients have access to a full range of short- to long-term money market investments with their Money Market facility. Because of the size of their book, they can obtain higher interest rates than those available to individuals over the counter at any major bank.