Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.
Informed, ongoing guidance to keep you on track to achieve your financial goals
Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
Information and resources to help you participate in – and maintain ownership of – your financial future
Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
An effective action plan to ensure that your wishes are secured
To ensure your financial plan is efficient, and your tax liability minimized
Clear consistent priorities, followed by regular monitoring, review and assessment
Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed