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At Hastings Noble Private Wealth, our team works hard to thoroughly understand your needs so that we can objectively steward your wealth, help you accomplish your goals, and simplify the complexity of your financial life.
WEALTH MANAGEMENT
Planning is the foundation of every decision we make on behalf of our clients – big or small. By spending the time to understand your unique financial situation, we can leverage our experience, skills, and partnerships to build a personalized plan to help you accomplish your goals and leave a lasting legacy.
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We get to know your unique needs, circumstances, and goals and design a customized and comprehensive plan to help you accomplish them moving forward.
Whether you’re starting, growing, or selling a business, our team is experienced in equipping owners with a comprehensive plan to help them make the most of it.
From easing the transition of wealth to leaving a lasting legacy, our team takes a long-term approach to ensure your wishes are carried out efficiently and effectively.
Depending on your unique circumstances, we recommend a range of potential tax strategies to help you achieve your objectives while minimizing your tax burden.
– John Hastings
INVESTMENT MANAGEMENT PROCESS
With your personalized plan and Investment Policy Statement (IPS) top of mind, we are perfectly equipped to make day-to-day investment decisions on your behalf. To do so, we employ a variety of in-depth research and risk mitigation techniques based on our expert understanding of industry trends and the ever-changing markets.
We use specific macro contrarian indicators for gauging the degree of market risk, and create a customized Investment Policy Statement based on your unique needs.
We implement a quantitative screening process that identifies the top 15% of companies in Canada and the U.S. that should be considered for portfolio inclusion.
We employ a series of technical indicators and models that identify the companies that should be overweight or underweight in your investment portfolio.
We corroborate our expert decisions by using RBC’s leading analysts’ fundamental research on the company of interest. The result? A customized portfolio and true peace of mind.
