Manage and control your financial assets while you are alive and well, and take care of you and your family in the event of a critical illness, injury, or death. Robin Muir has been advising and implementing financial strategies with individuals and corporations since 1982. He was born and raised in Victoria and is a graduate of UVIC with a degree in Political Science.
Dave holds a FPSC Level 1 Certification in Financial Planning. Dave also brings an extensive business background to the team with a broad skill-set in operations, processes and planning. Tammy Irvine has extensive experience in customer service and administration. Before joining Hatch & Muir, Tammy worked as the Operations Manager within the Travel Industry for over 14 years.
Dave holds a FPSC Level 1 Certification in Financial Planning. Dave also brings an extensive business background to the team with a broad skill-set in operations, processes and planning. Tammy Irvine has extensive experience in customer service and administration. Before joining Hatch & Muir, Tammy worked as the Operations Manager within the Travel Industry for over 14 years.
Services
Developing a meaningful plan takes time, for both our clients and ourselves. The amount of time involved depends upon the complexity of the case and our clients' expectations and risk tolerance. We use questionnaires to assist in gathering information which allow us to determine risk tolerance, time frame, and expectations regarding market performance for investments.
It is critical to the effectiveness of our recommendations that we know where all of our clients' assets are located. Proper recommendations can only be made with complete and accurate information. Our intention is not to disturb the work of other professionals, rather to complement it. Similarly, confidentiality is of utmost importance given the nature of our work and at all times is respected.
By following the Hatch & Muir Total Planning Process, we will help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children's education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, we can work with you every step of the way.
We determine our fees based on what works best for the client either on an hourly basis or on an implementation approach. We provide our initial consultation on a complimentary basis to ensure we are able to meet your objectives, without you having to commit to the compensation arrangement before you know what best meets your needs.
We are sensitive to the confidential nature of client files, and have taken the following measures to ensure that data is secure. Hatch & Muir has established a Branch Recovery Plan that outlines the processes and actions needed in case of disaster effecting the office. We use scanning technology to store client documents to ensure they would not be destroyed.
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