Our Philosophy
A successful client relationship requires trust, integrity, respect, and performance. I have a strong commitment to provide my clients with reliable and sound investment advice and the highest level of service and communication.
To assist me, I am able to draw on the excellent research produced by BMO Nesbitt Burns top ranked research* and our in-house experts in Estate Planning and Insurance. I believe sound investing begins by a personalized investment objectives review and investment strategy. I monitor my clients’ portfolios on an ongoing basis to effectively manage risk and ensure they are appropriately positioned for long-term financial success
Actioning Your Investment Plan
You know what your investment goals are and you have outlined a clear route towards achieving those goals. So, what's next? Putting your investment plan into action.
Proper implementation of your plan is vital if you are to realize your goals. You'll need to make decisions about specific financial products. For example, your plan will outline an asset allocation and diversification strategy so you will need to select the appropriate investments. If your plan has identified that you need additional insurance coverage, you'll need to decide whether Term, Whole Life or Universal Life products are best for your situation. At the same time, you may have conflicting goals, so priorities must be set, and trade-offs made.
How I can help
With so many options to consider, it's imperative to seek professional advice. When it comes to selecting financial products, you want to make sure that they are the right ones to help you realize your goals. I can review the options for you and recommend those that make sense for your plan. And you may find that you are not able to reach all of your goals at once. Working together, we can sort out your priorities.
If you'd like to move your investment plan from strategy to action, please contact me directly: Rudy Cruz (416) 769-2771