WORKING WITH KENNEDY WEALTH MANAGEMENT

Our relationship with you will be documented in writing through an Investment Policy Statement so you will know our commitment to you.

Here is what you can expect:

  • Two in person meetings per year.  We will, however, meet as often as necessary if there are things going on.

  • Phone meetings scheduled in between in person meetings.

  • A written financial plan.

  • A financial plan that you can understand.

  • Letting you know every meeting if your plan is on track.  And, if it is not on track, why that is.

  • Consultations with our various experts when needed.

  • Liaising with your other advisors such as lawyer, accountant and banker to ensure we are all on same page when assisting you.

  • Detailed, consolidated quarterly reporting showing you the items you want to see.

 

Most advisors hand off your hard earned money to a third party to manage.  We bypass the middle man and manage individual equities and bonds for you – this reduces fee, increases transparency and makes us more nimble when managing risk.  All these improvements increase your odds of success.

 

 

Todd Kennedy, FCSI

Senior Portfolio Manager

Phone Number613-566-4582
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Email me