Since inception Queensbury has been a financial services industry leader, offering a co-ordinated single source for the planning, insurance and investment needs of individuals.

Practitioners with diverse skills and experience have joined Queensbury from the banking, financial planning, securities, insurance and mutual fund industries.   Accreditations of Queensbury Group associates include:  B.A.; BSc.; B.E.S.; B.Comm.; C.A.; F.C.S.I.; C.L.U.; C.H.F.C.; C.I.M.; M.A.; M.B.A.; C.F.P.; and R.F.P.

This unique pool of human resources, together with state of the art technology, gives Queensbury clients access to expert advice on a comprehensive range of financial services.

Queensbury is committed to putting its clients' interests first.  This tenet is stipulated in the Code of Conduct that Queensbury associates must accept and acknowledge in writing.

The Group's reputation and that of each associate depends upon a high degree of excellence in the calibre of service provided to clients.  A commitment to a continual upgrading of professional skills and a steady generation of workable strategies is a mandatory component of operations policy.

Strategies for retirement, tax, investment and estate purposes are mapped out according to personal needs and objectives.  A holistic view of each individual's financial circumstances is maintained throughout the process.  The purpose is to assist clients in maximizing both assets and cash flow to speed up the process of attaining realistic lifestyle targets.

Queensbury's diverse services may be classified into two areas:  planning and management.  The planning process begins with an analysis of a client's current financial picture.  This is followed by the development of a Financial Plan to be reviewed annually, or more often if required.  The aim is fulfillment of client expectations and peace of mind during the process

The planning stage identifies assets and cash flow with a view to developing custom strategies for the attainment of defined long term goals.  The steps involved in this approach include: Planning & Managing

Planning

Managing

Once a strategy is agreed upon, suitable investments are sought to complement individual financial circumstances and objectives.

The planning process starts with a review of existing revenue streams and assets.   Emphasis is placed upon tax planning in order to maximize cash flow and to improve discretionary income.  The elimination of non-deductible debt such as a bank loan for personal expenditures, credit card liabilities or mortgage payments is also a top priority.

Life, health and disability insurance risks are identified.  Estate planning strategies are examined. 

Wills are reviewed and amended where appropriate.   Lifestyle objectives are quantified and priorities are established.

Proper asset allocation is a major determinant in capital accumulation.  Once established, available resources are invested in keeping with personal objectives.   Queensbury associates monitor economic trends, currencies and relative security values in the constant search for suitable investments with superior returns.