Through our collaborative client centered approach, we help our clients to:
- Accumulate wealth through strong investment returns;
- Preserve capital by managing risks and erosion from taxes;
- Provide reliable income streams to fund lifestyle expenses;
- Plan for their legacy
Strategic Wealth Management
"Money is the guarantee that we may have what we want in the future. Though we need nothing at the moment, it insures the possibility of satisfying a new desire when it arises."
What is Wealth Management?
Wealth management has no formal definition or standard and can therefore seem to be nothing more than a marketing term for investment management. In most cases, this is true.Our True Wealth Management service is a dynamic and continuous process of developing and implementing financial strategies to help you, and your family, grow and sustain your long term wealth. Beyond traditional investment management services our true wealth management platform combines both financial planning and specialized financial services, including personal retail banking services, estate planning, risk management as well as legal and tax guidance - delivering a true wealth management experience.
How does the Finkelstein Group deliver Wealth Management?
The Finkelstein Group offers its clients a coordinated multi-disciplinary team with up-to-date industry knowledge to strategically help you to grow and protect your assets, reduce taxes, plan for life events (children's education, retirement, etc.) and maximize your estate.
We work with you to uncover and target your financial goals. Our team has the unique experiences and skills to not only help you identify your needs and risks but to build you a high level customized plan that coordinates the many disciplines necessary to address your needs and risks - delivering a True and Targeted Wealth Management experience.
True Wealth Management employs the services of many specialists who work together to help you achieve your financial goals. Your team will consist of highly credentialed and experienced professionals including accountants, financial planners, bankers, insurance consultants, will and estate specialists, pension plan architects, and portfolio managers. Targeted Wealth Management is the coordinating and management of your team, created specifically to address your unique needs and risks. We are committed to guiding you securely through the often complicated world of wealth management and understand that every individual and family is unique.
This deep understanding and results oriented approach is how the Finkelstein Group delivers a personalized and customized strategy for each individual client.
"If investing is entertaining, if you're having fun, you're probably not making any money. Good investing is boring."
It is much easier to find opportunity than it is to find capital...
Our clients trust us to manage their assets through the ever changing market environment and to stay on top of the opportunities and risks that help them grow and protect their wealth. We believe that to properly navigate the market environment we must be mindful of the risks involved which is why our portfolio management is built on the foundation of a proactive management of risk.In volatile markets, which we have recently experienced, taking a proactive approach has not only protected our clients' assets in downturns but has presented opportunities with excellent rewards and a lower risk - preserving capital and finding opportunity.
Investing for preservation and growth...
For many of us, our savings are intended to serve a purpose - whether it is for retirement, for the preservation of wealth for future generations, or to provide a long term cash flow to sustain your current lifestyle - your investing strategy needs to produce favourable results. More specifically, your investment strategy needs to be targeted to the achievement of your personal financial goals.
Because protection and growth is paramount, The Finkelstein Group models portfolio management similar to major pension funds - regardless of the benchmarks, regardless of political hostility, our clients need to protect and grow their wealth to achieve their financial goals- our proprietary personalized pension plan style of investing accommodates this need.
Our strategy is quite logical actually - proactively managing high quality investments with long term reliable cash flows and with the potential to grow this cash flow in the future. Given the reliability and virtual predictability of the cash flow, the short term market fluctuations will only be seen as opportunities and not threats to your long term wealth.
These investments are easy to understand and their concepts resonate well with investors looking for lower volatility and feel comfort in the receiving dividends. Of course, not all cash flow investments are created equally which is where intelligent investing, experience and quality analysis becomes relevant.
Behind the scenes.......
Although our strategy may seem simple it requires a great deal of time to disseminate through the market's noise since, not all investments are created equal. We work to ensure that we have an in-depth understanding of the ever changing nature of the market, as well as changes in industry trends and company specific issues. We benefit from the research insights of RBC Capital Markets but also from those of Veritas, Thomson, Reuters, JPMorgan, and Standard and Poor's, plus several other eminent global research resources. We do this because we believe that with valuable information comes a better investment decision.
We view the markets both from a fundamental and technical perspective and apply our many years of experience as private investors, public investors, and finally private client advisors, to provide context and direction to the market's massive information flow.
Superior Client Care
"Only a life lived in the service to others is worth living."
Our team has one of the largest staff-to-client ratios in the Investment Advisory industry enabling us to provide each of our clients with the highest level of personalized care. As a client of The Finkelstein Group, beyond having access to any of our eight staff members, you will receive client communications initiatives that ensure you keep feeling secure, informed and in control. You will receive personalized portfolio construction by a seasoned and trusted Portfolio Manager, professional financial planning by an industry leading CA and Certified Financial Planner, and communications from our client care focused professionals whose sole goal is to provide you with a superior client experience.
Our team of industry specific professionals is focused on providing you with the "gold standard" of service excellence. We enjoy delivering results and appreciate the opportunity to provide you with a remarkable experience.