Financial Planning Pays!

Ron demonstrated his unique style of financial investment counselling long before starting CEO Financial Services. As a bank manager he went out of his way to get to know his customers and their individual circumstances.

Ron used every opportunity to get out of the bank to visit the small business owners and professionals where they worked. He knew how important early decisions could be in later years and never tired of advising people to put their money to work as early as possible.

So the move to financial counselling is a natural for Ron ’Äì it allows him to focus all his energies on helping people to plan for their future.

It has always been important to Ron that as wide a range of services as possible be offered to his customers. To that end, Ron is unrelenting in his research of investment opportunities. That constant research led him to an alliance with industry leaders, such as mutual fund dealer Berkshire Investment Group Inc.

An Investment Fund Advisor with

A member of

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where Ron O'Grady is not qualified to effect sales.

Berkshire Investment Group Inc. is registered as a Mutual Fund Dealer with the Provincial Securities Commissions and as such our Associates are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada (“MFDA”), Berkshire Investment Group Inc. is obligated to disclose to you that you may be dealing with companies other than Berkshire Investment Group Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Berkshire Investment Group Inc.:

* Deposit Instruments: GICs, Canada Savings Bonds;
* Fee for Service Financial Planning;
* Estate Planning;
* Tax Planning or Income Tax Preparation;
* Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

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