Burgess Wealth Management Group

Robert Burgess

Investment & Wealth Advisor

905-469-7022 | Email me

We can help YOU:

Our dedicated team is aimed for clients who have reached a stage where their financial affairs are becoming increasingly more complex where they require professional assistance managing their investment assets.

 

We understand YOUR needs :
 
  • Successful business owners and self-employed professionals who need help managing personal and business assets
  • Executives and professionals wanting free time to focus on personal and career goals.
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Retirees seeking innovative strategies to maximize their after-tax retirement income, while still protecting their financial security
  • Well-established families looking for professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists seeking unique ways to enhance and increase their legacy to chosen charities
  • Non-profit organizations requiring assistance in managing investment assets according to specific guidelines

Our expertise to help YOU:

  • Financial Planning
  • Tax-efficient Portfolio Management
  • Retirement-lifestyle Planning
  • Estate Planning
  • Solutions for Incorporated Health Care Professionals (IPPs)
  • Retirement Income Portfolios

YOU can benefit from our process:

Phase 1: Discovery

Our initial discovery meeting will allow Robert the ability to determine your all of your financial needs. He will seek ways and establish a clear picture of where you are today and where you would like to be in the future as well as your risk profile.

Phase 2: Itemize your Goals:

We always begin with a financial plan. Your financial plan will provide the outline that will guide your family's future.

Phase 3: Strategy plan:

You will receive a full investment strategy to meet your specific needs including a buy/sell discipline, your asset mix guidelines and how much risk and volatility you should expect.

Phase 4: Wealth Management Approach: You will engage our team members in all areas of will & estate planning, tax planning and insurance planning to ensure that every need is met and that all areas of your financial plan have been addressed and looked after.

Phase 5: Implementation:

When you are comfortable with your plan we will begin the implementation process.

Phase 6: Monitor and Adjust:

We provide comprehensive quarterly reports that include market commentary and performance summaries. We will also meet with you on an on-going basis to discuss your progress. Your needs and objectives will change over time and we will ensure your plan evolves with you.

Phase 7: RELAXWe are taking care of YOU!