Client Communication

Comprehensive, Succinct, and Straightforward.

We understand that to ensure your expectations are being met, you must understand: what your investment portfolio is comprised of; how well your portfolio performs; the climate of the marketplace and ongoing education about financial products and strategies.

Our team keeps you informed via consolidated reports, statements, phone calls, one on one meetings, newsletters, and online communication posts that are transparent, succinct, and comprehensive. The MLD Wealth Management team is always happy to schedule a phone call or in-person meeting to help you further answer any questions you may have.

Modes of Client Communication

One on One Meetings / Phone Calls /Direct Emails

We are available 5 days a week to answer your questions and listen to your feedback. We’re happy to meet in person, have a phone conversation with you, or communicate through email – whatever is most preferred for you.

Newsletters (Print & Email)

We deliver regular print and email newsletters to keep you informed about the market and relevant economic events. As well we deliver insights, commentary, and expert advice on financial instruments and strategy to keep you well informed.

Personal Reports

Rate of Return Reports

Tax summary

Gain/Loss Information

Income Flow Summaries

Asset Allocation

Detailed Portfolio Analysis