A Personal Approach Based on Trust
Caroline has built her business through referrals from other professionals and satisfied clients. Trust, confidentially and integrity are the cornerstones of her practice and commitment to every client. Caroline's clients value her caring and personal approach. They know that they can rely on her expertise and professionalism, no matter what their financial needs.
Creating an investment plan
Using a simple four-step approach, Caroline will design an investment plan that is specific to your individual needs and goals.
The first thing she will do will be to sit down with you to determine exactly what your goals and objectives are within the context of your overall financial situation. After completing this process of consultation, an Investment Policy Statement will be created. In it, she will document strategies designed to build, but also protect, your wealth.
The next step is to build an investment portfolio using a disciplined, long-term management approach. Caroline will determine an appropriate mix of assets, the specific securities that represent the best opportunity for profit, and how to best structure your account for making money after tax, inflation and fees.
Since economic and market conditions are always changing, it is imperative to continually monitor your portfolio. From time to time, changes in the asset mix or security selection are required. It is also important to review your portfolio as your personal situation changes. Caroline will keep you informed regarding the development and growth of your portfolio, in addition to the economic factors that influence it.
Retirement Income Specialists
You have spent a lifetime building your wealth. The transition form saving for retirement to spending your retirement savings can be uncomfortable emotionally. You need a finely crafted plan to navigate this successfully. You only get one chance to do this right! Let our expertise guide you through this transition.
Who are you?
No two clients have the same hopes and dreams. Therefore the first step in crafting your plan is getting to know your story.
Second Opinion
With all the uncertainty in the markets, many people are understandably concerned about their investments.
Increasingly, clients are asking us if we would sit down with a friend, neighbour or family member to go over their investment portfolio.
Sometimes, they just want an objective “second opinion” to make sure they are on-track with their current advisor. Other times, they are actively seeking a new advisor and would like to know more about what we can offer.
Whatever the situation, we would be pleased to sit down with anyone you refer to us and provide a confidential review at no obligation or cost.
