Investment solutions
In order for your portfolio to grow, it is important find the most appropriate investments based on your unique values, comfort level to risk exposure and portfolio size. To do so, our team will create a personalized Investment Policy Statement (IPS) for every client.
The IPS spells out your risk tolerance, ideal portfolio make-up and investment strategies we will take to achieve your goals. It also defines your relationship with your our team by providing examples of when you can expect our team to contact you, and outlining ways you can contact us to address your questions.
Find out how customized solutions can bring you closer to achieving your investment goals. Contact us for a complimentary consultation.
Financial planning
We understand that investments are only a small part of your overall plan to:
- Enjoy your wealth
- Save for retirement
- Help with a loved one’s education
- Create a legacy through charitable gifts
- Build and transfer your estate
A comprehensive financial plan is built from a detailed analysis of your current situation and explores opportunities that will ensure you are on the right course. With the help of our accredited financial planning expert, our team will provide you with a plan that maps out tax-efficient strategies to achieve your goals.
Let us help clarify the big picture and get your investments working towards achieving all your goals. Contact us for a complimentary consultation.
Tax-efficient strategies
For many of our clients, implementing tax-effective strategies to maximize their wealth is an important part of their wealth management plan. With the complimentary services of our dedicated financial planning expert, we help:
- Preserve our clients’ current wealth
- Maximize after-tax retirement income
- Integrate business and personal tax strategies
- Protect the value of their estate for the future
Contact us today to find out how we can help maximize your wealth.
Insurance solutions
Integrating insurance solutions into a wealth management plan is about more than a life insurance policy. Depending on each client’s unique situation our insurance specialist can develop strategies that:
- Protect your wealth from the unexpected financial burden of illness or accidents
- Benefit from personal and corporate tax savings
- Build wealth for your estate or a charitable contribution
- Minimize the impact of taxes on your estate
Insurance solutions can play a big part in your overall plan.Contact us today to learn more about our services.
Will and estate planning
Our legal Will and estate expert can help simplify the complex estate planning process so you don’t have to make any compromises to your legacy. With a complimentary consultation, our team can help address your estate planning concerns and objectives, and recommend the steps you need to take to achieve your goals. Whether it’s updating your Will or creating one from scratch, establishing a trust for your loved ones, or setting up a charitable foundation, we can incorporate tax-efficient strategies to your plan.
We’d be happy to discuss how innovative Will and estate planning strategies can be a part of your wealth management plan.Contact us today to learn more about our services.
A disciplined process is the key
We follow a disciplined five-step process to keep you on-track to achieving your goals. This keeps us all focused on what’s important – helping you live life the way you want. This approach is the key to how our team manages relationships and our clients’ wealth.
Five-step process
1. Introduction
We will introduce you to the wealth management services we provide, not just during our first meeting, but also on an ongoing basis as your needs evolve and new services become available.
2. Discovery
Together, we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
3. Strategy
Next, we analyze your financial and personal information to match your objectives with smart, time-tested strategies.
4. Solutions
We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
5. Service
We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.
