Enhance and secure your family wealth
Even though investment management remains the cornerstone of our relationship, it is our duty to make sure it is consistent with your overall estate and financial planning, with the support of our highly-qualified specialists.
WHAT DOES A TOTAL WEALTH MANAGEMENT PLAN COVER?
- Manage your personalized portfolio
- Plan a comfortable retirement
- Evaluate your wealth protection needs
- Review your estate planning
- Analyze your tax position
- Draft your financial plan
“ The concept of wealth management can be difficult to grasp the first time you encounter it. The guidance provided by Jean and his team throughout the process of analyzing my personal situation demonstrated the team's expertise. Following a structured approach, they established my financial plan and then presented me with certain possible avenues for greater protection of my family wealth. The result of this analysis was tax-efficient growth of my wealth, thanks to a disciplined management approach focused on securities with dividend growth potential. Thanks to Jean and his team for having developed a personalized approach that meets all of my long-term objectives.”
F. P., President of A. Richard Tools
