Our team is dedicated to:
- Understanding client needs and risks;
- Developing appropriate financial and asset allocations and solutions;
- Monitoring and adjusting clients strategies as client conditions change; and
- Providing on going consultative advice and service
In providing our services we benefit from:
- Outstanding firm resources: research, financial planning, reporting and regulatory skills;
- Risk management experience; and
- A focused understanding of financial, taxation and regulatory matters that affect our clients
Our primary focus is to provide a Discretionary Portfolio Management service.
- Investment policy for each client
- Asset selection
- Monitoring
- Reporting
- Regulatory and Tax reporting
- Ongoing consultation
We work with a range of Professional Advisors
- We recognize that a majority of our clients rely upon an existing network of accounting, taxation and legal professionals. Our experience and training allows us to work seamlessly with these important relationships on behalf of our clients.
Our Clients include
- High Net Worth Families
- Professionals
- Business Owners
- Non-profit organizations and foundations
