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Our clients come from all walks of life, but they all share one common goal: to grow and maintain their wealth with the help of a compassionate advisor.
Barb and Derek came to our team 20 years ago with multiple priorities – to save for their kids’ education, to purchase a cottage, and to retire early. With the help of The Aubertin Group, they’ve now achieved all that and more.
How we helped
Keeping their big plans for the future in mind, we crafted a roadmap to help Barb and Derek incrementally build toward their goals. By examining not only their finances but also their values, we were able to help them prioritize what was most important and plan for all relevant scenarios. And when their circumstances changed, we were always just a phone call away, ready to help.
What they say
“We feel very fortunate to have worked with Jennifer for so many years,” says Barb. “The ongoing support, availability, and dependability we have received from this team are excellent. I know that there will be ups and downs in the market, but I can trust Jennifer’s advice through it all.”
When it came time to retire, Don and Lynne were faced with some tough choices – namely, how they could best plan for their next stage of life. The Aubertin Group worked with them to determine how Don and Lynne could make the most of their “third act” – keeping Don’s pension plan and its implications top of mind.
We sat down with Don and Lynne to discuss how they envisioned their retirement years and crafted various scenarios based on what was important to them and the legacy they wished to leave. This included creating a Will and estate plan that maximized pension payouts in the event of an unexpected death, as well as connecting them to experts in our network that could assist with Ontario Disability Support Program payments for a family member.
“Jennifer has often been the calm voice of reason during the volatile markets over the years,” says Don, recalling the 20-year partnership he and his wife have had with The Aubertin Group. “She’s a good listener, an effective communicator, and has provided assistance in a number of matters over the years – not all of which were financial.”
After Maureen’s husband passed, she was suddenly left in charge of a large, unwieldy estate with assets in multiple places. By looping in accountants and estate lawyers, The Aubertin Group helped her consolidate her wealth to create a consistent stream of regular income for her retirement.
Working alongside Maureen at every step, we built an estate and income plan that was perfectly suited to her lifestyle and goals. With the help of our professional network, we collected information on every account in the estate, deciphered its contents, and restructured each account to match her lifestyle expenses and the legacy she wished to leave behind.
“Jennifer has been able to grow my investments in a way that meets my risk level and advancing age,” says Maureen, who first met Jennifer at a talk on the financial well-being of women. “She takes a personal interest in my financial health and is always positive, patient, and encouraging. Most importantly, she explains things in a way that I can understand.”
When Jane took over her aging father’s investment portfolio, she was thrown for a loop on how to manage it, especially considering her busy lifestyle as a lawyer and sole proprietor. The Aubertin Group provided guidance, support, and solutions that helped her plan for the long term – and thrive while getting there.
In addition to her inherited portfolio, we worked to service all parts of Jane’s wealth picture, including recommending a trusted accountant to manage future tax filings and determining ways to minimize her estate and personal tax exposure. We consolidated the assets in Jane’s father’s portfolio to allow her to take a more hands-off approach, and proposed strategies to optimize her long-term wealth.
“Jennifer is, in a word, exceptional,” says Jane. “She is knowledgeable, answers questions, and knows me well enough that all her proposed strategies resonate. I feel completely confident that she is the person who should handle this portfolio.”
