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.