An A or AA client experience?

At the Morissette Group, the AA Client Experience is Our Standard

For their fees, the typical Client A receives:

For the same fees as Client A, our Client AA Experience benefits you with:

Professional investment management, strong returns
Tailored Investment Policy Statement
Engagement of Both Spouses
Multi-generational succession and legacy planning
Comprehensive financial planning: myGPS or a Compass financial plan with one of our specialists
Review of your Will and Power of Attorney documents
Estate Settlement (Corporate Executor and Agent for Executor)
Proper review of your estate liabilities and discussions around potential solutions, including insurance
Strategic planning for Business Owners, including valuation and assistance with the succession/sale of a business
Tax planning, Family Trust and Spousal Loans
Philanthropic planning with access to private and public foundation services
Introductions to commercial banking, Private Banking or Premier Banking and Private Insurance partners
Financial literacy support for your children and grandchildren
Access to health and wellness resources
A full digital experience

If you are interested in any of the above, please don't hesitate to contact us. We would be delighted to showcase your Client AA experience.