The answers you need. A plan you can trust.
Livingston Wealth Management is proud to serve over 250 families and manage more than $300 million in investment assets. Our team of four accredited and highly skilled investment and planning professionals is led by Joanne Livingston. We harness careful attention to detail and more than 75 years of combined expertise to deliver an exceptional, process-driven client experience.
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, when you want to achieve them.
As a client of Livingston Wealth Management, you will benefit from the ongoing clarity and confidence that comes with knowing you’re on the right track. Plus, once your initial plan is established, we will continually review your investments to measure how well they are performing against your priorities and objectives. We also adjust for any changes in your personal, professional or financial circumstances, making sure we’re doing everything we can to help ensure your financial success.
Our team understands that our clients are often really looking for 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 reach those goals, factoring in the impact of tax and inflation, and how much risk should I be prepared to take to get it?
Will my estate plan ensure my wishes are followed?
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. More detailed than a roadmap, it monetizes your goals and lets us follow your progress every year. Our team will alert you to the savings requirements associated with your objectives, and ensure that you take advantage of beneficial financial vehicles such as Tax-Free Savings Accounts (TFSAs) and Registered Savings Plans (RSPs). We will help keep your family’s plans on track by providing concierge services for education savings and withdrawals, and collaborate directly with your lawyers and accountants to deliver a cohesive and simplified experience. We track and ensure you’re informed of how your assets are performing relative to your goals, providing your family with peace of mind throughout the process.
Investors that work with qualified advisor teams are more likely to have a plan, and with a plan comes greater likelihood of achieving their financial goals. We would love the opportunity to demonstrate how we can make this your reality. If you have any questions or would like to talk about how we can work together, contact us today to schedule your complimentary consultation.