"To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.
Most businesses have a CFO to keep them on track. When we meet with a business owner, retiree or medical professional for the first time, they are often surprised that we are truly a one stop shop that can keep them on track personally. "I didn't know you did that comes up again and again. Here are a few examples of how we help:
Coordinate with your accountant for all items relating to tax. Accountant automatically receives all tax items in addition to you. Corporations with year ends other than December 31 also get a special tax package prepared.
Annually, maximize all programs that are Government gifts' and that we have agreed on. Contributions to RRSPs, TFSAs, RESPs, etc are allocated as per plan.
Review all legal documents relating to corporation: Wills, POAs and coordinate with your lawyer should these not be optimal in current environment.
Provide a quarterly report that graphs progress of entire investment universe with us as per your investment policy statement and financial plan more meaningful than just a simple rate of return (which we also provide). You will know every time we meet if you are on track or not.
The starting point for all clients is a financial plan. Anything that involves a dollar sign debt, insurance will be reviewed in this process.
In our office, we have an expertise in working with self-employed business owners, retirees and medical professionals. Our staff includes: portfolio manager, financial planner, tax and estate planning specialist, insurance specialist, executive retirement plan expert, group benefits specialist and a private banker.
Call my office at 613-566-4582 to schedule a chat.