Many companies spend a lot of time and energy on marketing and advertising to win customers. Unfortunately, they don’t give the same attention to what happens after the sale.

Account agreements are important documents that spell out the terms of your client’s relationship with you. The best ones are clear, friendly and straightforward. That’s where we can help.

We’ve done this for

Citizens Bank
RBC Dominion Securities
RBC Funds
Scotia Mutual Funds
VanCity Credit Union