Effective earlier this year, this segment of Schuster Boyd McDonald was sold to DKB Financial Services Group of Sudbury. Their office is right next to our previous office at 885 Regent St S Suite 4-2B.
Schuster Boyd McDonald will now focus solely on group benefits and savings plans.
For our individual investments, deposit and insurance clients, this means some change. Some clients have already received personalized letters notifying them that their advisors have already terminated contracts with Manulife Securities Investment Services Inc. and have already moved, or will be moving, over to Sun Life Financial in the near future. There will be no change in your accounts and the holdings you now have.
The real change will be for our Mutual Fund clients. We will be sending out consent forms allowing us to provide some personal information so we can pre-populate the new forms for Sun Life Financial for your signature in order to transfer the accounts to new ones at Sun Life Financial. The only change is that you will get statements from Sun Life Financial instead of Manulife Securities with new account numbers. Your advisor will be the same and all the holdings will not change.
The advisors and support staff of both Schuster Boyd McDonald and DKB see this as a real opportunity to provide more personalized service by utilizing the additional capacity of additional advisors and support staff in addition to the team at Schuster Boyd McDonald.
Online access will have to be reset for those who want to take advantage of this service.
Please feel free to call us if you have any questions or concerns. Our extensions are the same at 705-675-5383 or 800-461-4074
Thank you for your patience during this transition.
Senior Financial Advisor - Manulife Securities Investment Services Inc.
Life Insurance Advisor - Schuster Boyd McDonald Insurance and Financial Services Inc.
Direct line 705-675-5383 # 224
Toll Free 800-461-4074