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Our Value-Added Offering
At Larivière Group, Wealth Management, we provide our clients with comprehensive, customized portfolio management and financial planning services to help them meet their financial goals. Our clients perceive us as their trusted advisors who can recommend prudent wealth management strategies by drawing upon the resources and top-ranked research offered by BMO Nesbitt Burns. Our offering rests on an unwavering commitment to personalized advice and outstanding service.
The benefits enjoyed by our clients include:
❒ Investment Management
•Portfolio structure based on financial planning
•Separate management of short-, medium- and long-term needs
•“Custom-designed” discretionary portfolio management
•Trustee for clients
•“Managed Portfolio” platform (no conflicts of interest, fair dealing with all clients, high standards of practice, etc.)
•Historical perspective and experience of all types of markets
•Education on investments and financial concepts
❒ Financial Planning
•Analysis of current financial situation
•Help with financial objectives determination and prioritization
•Assessment of risk tolerance
•Development of a plan to meet specific financial goals
•Cash flow planning
•Retirement planning
•Education planning (RESP)
•Tax planning
•Estate planning
•Assessment of insurance needs
•Review of retirement and group plan options
•Charitable giving facilitation
•Referrals to other trusted professionals both within and outside BMO Nesbitt Burns, as needed
❒ Administration
•Detailed tax documentation
•Quarterly portfolio and performance statements
•Cost base history of securities
•Custody of securities
•Direct communication with the client’s tax and legal advisors
❒ Technology
•Online access to BMO Nesbitt Burns research
•Online access to accounts and monthly statements through Gateway
❒ Human Resources
•Long-term association with a partner who is cognizant of the client’s situation, needs and goals
•Stable client/advisor relationship over time
•Extensive, continuous training for all team members
•Unblemished compliance and ethics record
•Administrative Assistant dedicated exclusively to our clients