Daniel Beaudry Wealth Management has a wealthy client base from various backgrounds, all sharing the same values. Confidence, respect and integrity are essential principles of the relationship with our clients, and our discussions go well beyond financial matters.
Families
Success can bring many advantages, especially with respect to the wellbeing of loved ones. This makes the management of financial matters more complex, requiring rigour and diplomacy. We favour a multi-generational approach that enables our clients’ key values to be understood and passed along.
Entrepreneurs
Our clients from entrepreneurial backgrounds share a passion for business development. Their business success is reflected in accumulation of wealth, with our role being to preserve this wealth. With their busy schedules, we serve as a facilitator, linking various professionals who provide advice and integrated strategies. Time is of the essence, and we respond efficiently, careful to provide a job well done in meeting requests from our entrepreneurs. We strive to be proactive.
Professionals
It can be tough to meet the expectations of professional life while being sensitive to the needs of children and parents. Our role is to serve as a guide, linking the right people at the right times, to lighten everyday demands. We act to facilitate banking matters, protecting property and loved ones and promoting asset growth. We are committed to responding to a variety of requests, providing periodic follow-ups and conducting an annual review to measure the work accomplished.
Retirees
There comes a stage in life when concerns involving careers, children’s studies and the care of elderly parents diminish in importance, giving way to fulfilling dreams both big and small. Our role is to preserve a lifetime of gains and obtain worthwhile income so that projects can be achieved. This is the period in life when it is time to prepare transfers to the next generation while providing a quality of life that remains as pleasant as that during the years of professional life.
