Goal setting

Cash flow analysis

Net worth assessment

Investment planning

Retirement planning

Income and asset protection

Estate planning

Tax efficiency

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Establishment of investment objectives

Asset allocation strategy development

Portfolio design and security selection

Investment management and advice

Selection and monitoring of investment managers

Periodic portfolio reviews and rebalancing

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Identify goals

Evaluate expected income

Develop a tax-efficient income strategy at retirement

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Effective credit management - mortgage, line of credit, personal and business loans

Cash management

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Access to commercial banking specialists

Business investment management

Succession planning and business transfer assistance

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Review current and future tax situations

Uncover opportunities to save taxes or defer taxation

Develop strategies to cover future tax liabilities

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Income continuance planning (Life & Disability Insurance)

Develop asset protection strategies (Mortgage life insurance, Business continuance insurance, Critical insurance, Long-term care insurance for estates)

Assess current and potential estate value

Determine obligations (Debt, Dependents, Taxes and Probate costs)

Identify estate planning issues and opportunities

Devise strategies to fund obligations and wishes

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Donor advised funds

Private foundations

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