The answers you need. A plan you can trust.
Success in investing isn’t about guessing which stock is going to be up today or down tomorrow. It’s about creating a long-term plan that speaks to your unique needs and circumstances, takes every aspect of your financial life into account – and helps you realize the goals you want to achieve and when you want to achieve them.
At Livingston MacDonald Wealth Management, we understand that what our clients are really looking for are answers to the “Big Questions” in their financial lives. Questions like:
- Am I on track for a secure retirement?
- Is my portfolio as tax efficient as possible?
- How much do I need to save to meet my goals?
- What rate of return do I need to realize to reach those goals factoring in the impact of tax and inflation, and how much risk should I be prepared to take to get it?
To answer these questions, we created the Watermark system: a clear and systematic approach to investment planning that provides a snapshot of where you are today and clearly illustrates the path forward. Better than a roadmap, it monetizes your goals and lets us track your progress every year. Our team will alert you to the savings requirements, ensure that you take advantage of beneficial vehicles such as Tax Free Savings Accounts and RSP’s. We will keep your family on track providing concierge services for Education savings and withdrawals and communicate with your lawyers and accountants to ensure service continuity. We, and you, will know how your assets are performing relative to your goals, providing your family with peace of mind in the process.
With the Watermark system, you’ll always have the clarity and confidence that comes from knowing you’re on the right track. Plus, once your initial plan is established, we carry out regular reviews of your investments to measure how well they’re performing against your priorities and objectives, adjust for any changes in your personal, professional or financial circumstances – and make sure we’re doing everything we can to help get you wherever you want to go.
If you have any questions or want to talk about how we can work together, contact us today to schedule your no-obligation conversation.
* Livingston MacDonald Wealth Management works with individuals and families with $500,000 or more in investable assets. We offer a fixed-rate service with no commissions or incentives outside of the fee agreed on between us and our clients. This allows us to provide a more comprehensive service for less than what many investors are already typically paying, while ensuring our clients have the transparency they need to be sure everything we do is in their best interests.