We know you’re busy so let us do the heavy lifting.
Who are you and where do you want to go?
What do you have now?
What are you going to do when you arrive there?
How do you get there?
It’s all part of the plan
We begin by developing your personalized Investment Policy Statement (IPS) detailing long-term goals, time horizon, risk tolerance and investment management procedures for monitoring your portfolio.
We introduce you to the group of lawyers, accountants and estate planners, who will develop an integrated Wealth Plan to protect, enhance and effectively transfer your estate to your beneficiaries.
We will evaluate your situation and recommend appropriate strategies including retirement planning, income splitting and integration of various tax efficient investment vehicles.
We will help you review and interpret the reports you receive including: Trade confirmations; Monthly and quarterly statements; Secure online access to your account 24 hours a day, 7 days a week.
We will monitor your account making appropriate recommendations to reflect changes in financial and economic conditions, legislation, as well as your personal circumstances.
Whether you are an individual investor or a business owner, each investor will have unique situations that need to be considered.
Our goal is to help you preserve the wealth you have created, enhance it without taking undue risk and transfer your estate efficiently to your beneficiaries.
Along with your Investment Advisor, we recommend strategies that address your wealth planning needs, ensure their implementation and provide ongoing advice and monitoring.
