Fraser Chapman
Kyle Watters
Elena Panova
Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map
Experience. Discipline. Your Comprehensive Roadmap Awaits.
Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.
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Advice:Informed, ongoing guidance to keep you on track to achieve your financial goals |
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Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts |
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Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing |
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Information and resources to help you participate in – and maintain ownership of – your financial future |
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Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc. |
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An effective action plan to ensure that your wishes are secured |
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To ensure your financial plan is efficient, and your tax liability minimized |
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Clear consistent priorities, followed by regular monitoring, review and assessment |
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Risk Management:Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital |
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Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care) |
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Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement |
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Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts |
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From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed |
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