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 is rooted in experience, discipline, and an eye on your short-term and long-term objectives.

 

A Full Spectrum of Advice

Wealth Management

Holistic, unbiased stewardship of your complete financial picture - 

  • Financial & Tax Planning
    • To ensure your financial plan is efficient and your tax liability minimized

 

  • Retirement Planning
    • Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement

 

  • Investment Management
    • 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
    • Advice - Informed, ongoing guidance to keep you on track to achieve your financial goals
    • 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 correspondences, etc
    • Research - From industry trends to the specific macro- and micro-economics factors that impact your individual financial plan, we keep you informed with the right investment strategies to meet your needs

 

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

 

  • Insurance Consulting
    • Recommendations to maintain and protect your financial stability, including Segregated Funds, Annuities, Disability, Critical Illness and Long-Term Care

 

  • Referrals
    • Professional service alliances, designed to connect you with a network of independent experts, including Accountants, Insurance Experts, Lawyers and Lenders

 

An Investment Advisor can help you achieve your financial goals.  Contact us today.