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Colin McMichael-Bilodeau

Investment Advisor

Tel: 416-359-6847

Colin McMichael-Bilodeau

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
Map

Contact Me

Our Approach


Our approach is different. Because our clients are different.

What is most important to you?

Your Investment Advisor will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
Your investment advisor and their specialized team of experts are here to understand your life priorities and deliver on our commitment to:
  • Assess your financial goals and level of risk tolerance
  • Develop a strategic and effective in-depth plan based on your current financial picture
  • Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
  • ​Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance


Your Financial Plan

What Should You Expect from Us?
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.
 


A Full Spectrum of Advice


Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals

Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)

Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts

Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing

Education: Information and resources to help you participate in – and maintain ownership of – your financial future

Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.

Estate Planning: An effective action plan to ensure that your wishes are secured

 
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized

Goal-Setting:
 Clear consistent priorities, followed by regular monitoring, review and assessment

Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital

Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)

Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement

Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts

Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed
 
The right Investment strategies to meet your needs. An investment advisor can help you achieve your financial goals. Contact us today.