" Helping you is what we do."
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Cheri Crause, CFP
We have been providing clients with a financial planning newsletter since 1996. We keep in contact with clients on a regular basis, through our quarterly newsletter "Cheri's Gazette", our monthly e-newsletter "Rick & Cheri's Success Bytes" and, of course, by telephone. DECEMBER 2003 - Cartier Partners is purchased by Dundee Wealth Management. MARCH 2001 - Balanced Planning is purchased by a company called BRM. The company continues to operate under the name of Balanced Planning, but will change their name to Cartier Partners. NOVEMBER 2000 - Pat McFarlane passes away at the age of 40. She filled in for Cheri when she was in hospital, and was a great friend. JUNE 1999 - Cheri reports that she is extremely pleased with the move to Balanced Planning. SEPTEMBER 1998 - CM Oliver turns out to be a lousy place to work, so Cheri relocates her business with Balanced Planning, moving back into an office in the Yarrow Building, sharing space with Elizabeth Garwood. Meanwhile Rick leaves to pursue other consulting aspirations for a few years. JANUARY 1998 - CM Oliver relocates us to their new offices on Douglas Street. DECEMBER 1996 - Victoria Asset Management Group is sold to CM Oliver. Debi is hired as our service assistant in October. MAY 1996 - Cheri and Rick were hiking on Mount Finlayson, and were on the way down when Cheri slipped and slid down a rock face and off a cliff. She was in hospital for nine weeks for multiple fractures, including a broken neck, and was in a halo brace for several months thereafter. JANUARY 1996 - When this first edition of our newsletter was created, we were both working for Victoria Asset Management Group, and our offices were in the Yarrow Building on Fort Street. At that time, we had just hired our first part-time assistant, Tim Rutherford. CHERI'S GAZETTE actually began as RICK & CHERI'S TIMES in January of 1996. Much has changed since then. Here are some of the highlights...and lowlights.
Financial planning, estate planning, retirement planning, insurance planning, tax planning, insurance products, segregated funds, and tax preparation services mentioned herein are offered through Cheri Crause & Associates Inc. |
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Cheri Crause, Rick Hoogendoorn, Richard and
Brenda Jacques
copyright
2008 Cheri Crause
& Associates Inc.
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