As an accredited Portfolio Manager, Eric is able to offer you investment management on a discretionary basis.
With discretionary management, you can enjoy the convenience of leaving the day-to-day investment decisions to a professional money manager, while being kept informed of changes in your portfolio through regular reporting.
This premium service is specifically designed to meet the needs of individuals, families, businesses and other organizations requiring the highest caliber of investment management. With this service, you can be confident that your portfolio will be managed according to strict standards set in advance and closely monitored, both by Eric and by an independent risk management committee.
As your personal Portfolio Manager, Eric designs and builds your customized portfolio from the ground up, based on key factors such as your capital growth requirement, income needs and risk tolerance. He will handle all the details on an ongoing basis, working within specific guidelines established in your Investment Policy Statement. Eric is always accountable to these guidelines, which are reviewed at a minimum annually and updated periodically in collaboration with you.
Addressing all your wealth management needs
Getting the right investment advice is a key part of managing your wealth. But it’s just one part of a bigger picture. You may also require assistance in the areas of tax and retirement planning, help with financing personal and or business projects or guidance on how to structure your estate in a tax-efficient manner. Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. Eric will create a complete wealth management strategy in partnership with your tax and legal consultants to address various financial concerns at each stage of your life:
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Accumulating wealth – growing your assets for future goals like retirement
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Protecting wealth – maintaining your assets to protect your financial well-being
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Converting wealth – creating an income stream to live the retirement lifestyle you want
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Transferring wealth – creating a lasting legacy for your family or other beneficiaries
Eric offers access to several wealth management services, including financial planning, Will and estate consultations and insurance planning strategies.
