How can Wealth Management help you?
Wealth management goes beyond investment management to look at your overall financial situation. It brings together the different areas of expertise and solutions you need in a single overall plan. This includes investing, financial planning, tax minimization, retirement planning, business succession planning, wealth protection strategies and estate planning. Essentially, everything you need to address your various financial concerns at each stage of your life. Ultimately, wealth management is really all about helping you make sense of greater financial complexity you face, and giving you greater confidence in your financial future.
My Process
My main priority is making sure clients have peace of mind when working with me. This starts with a well-defined wealth management approach I like to call 'smooth sailing'. There are 4 steps to this which starts with identifying your current financial status & establishing goals and ends with the implementation of a full financial plan and the commitment to monitor and maintain your objectives through our dedicated touch points.
My Clients
There are many different clients that see the benefits of working with an investment professional. I work closely with individuals & families but also have a lot of experience building investment plans for corporations, not-for-profits and the public sector.
My Beliefs
There are a number of beliefs that guide my wealth management practice, as follows;
- I believe in customised solutions that are cost effective. I build financial solutions that are tailor-made to each client but are transparent and cost conscious.
- I believe in countercyclical investing and its power to generate wealth over the long term. Please click here for more on this topic.
- I believe in active risk management and its ability to preserve wealth during market downturns.
- I believe in diversification because the equity and debt markets are heavily concentrated in Canada. I see the benefit in diversifying portfolios when it is tax efficient, low cost and valuations are favourable.
I would love the opportunity to discuss this with you further. Please feel free to contact me for a complimentary financial review.
