Strategic investment advice that puts your money to work
Wealth management is about more than simply picking stocks to invest in. It’s about taking a holistic view of your long-term financial objectives and providing tactical advice to help you achieve your goals.
We work as strategic partners with our clients, defining your objectives, assessing your risk tolerance and understanding your time horizon to build an investment portfolio tailored to your needs.
You’ll receive expert guidance on managing your assets and income, utilizing RRSPs, TFSAs, RESPs and other registered accounts, as well as understanding how your pension and group retirement plan will impact your long-term financial objectives.
How it works
Our wealth management services help take the guesswork out of creating a well-thought-out investment strategy.
Our goal is to develop a long-term partnership to instill trust and remove the confusion and emotion around investment planning. Here’s how our process works:
Conduct a confidential financial audit
You’ll fill out a Financial Analysis document that details your assets, liabilities, income and expenses, along with your insurance and tax & estate information. We’ll also review your short and long-term objectives, budget and cash flow.
Create a personalized wealth management plan
With all your information gathered, we’ll discuss your objectives, risk tolerance, and time horizon to create a tailored wealth management strategy. We will also use sophisticated financial projections to ensure you are maximizing investments without compromising on your lifestyle.
Partner with a strategic portfolio manager
Once your wealth management plan has been decided, we’ll work with a strategic portfolio manager partner to build a portfolio that aligns with your needs and objectives. While managing this relationship with a portfolio manager, I’ll continue to be the single point of contact for all your investment needs.
Monitor, review and optimize
As part of our financial planning services, we’ll review your investments and their performance against their respective benchmarks, updating your plan based on changes in your life to ensure it’s trending in the right direction. We’ll also update projections to ensure they reflect any changes in your life.