At Joe B Goverde Wealth Management Group, we use a holistic and personalized approach to working with clients. Understanding your unique needs and circumstances is at the heart of our business.
With over 100 years of combined industry experience, our team has been through many market cycles, and will offer a calm and steady-hand to help you navigate the complexities of investing.
We will work with you to develop and implement a customized strategy tailored to meet your financial goals. Part of this approach is to collaborate with both independent and in-house specialists to help you manage all aspects of managing, protecting and transferring wealth.
In addition, our unique and systematic client contact process helps ensure that you receive regular communication and updates about your portfolio, the markets and your financial plan.
We offer an option for a simple tax deductible* fee-based approach which covers the following benefits and services……..
- Portfolio Management
- A comprehensive Financial Plan
- Regular portfolio reviews and consistent contact
- Help navigating life-changing events
- Estate Planning
- Tax Savings strategies
- Commission free-trading*
- Education planning (RESPs)
- Retirement Income planning
- Business succession planning
- Tax reporting
- Pension planning advice
- Asset protection and Wealth transfer strategies
- Integration of Accounting and Legal Advisors
* Within our Managed Portfolio and Meridian Account platforms. Fees used to pay for the management of non-registered accounts may be fully tax-deductible. Fees paid in registered accounts (i.e. RRSPs) do not qualify. You should consult with your tax advisor to assess the tax implications of your own personal circumstances.