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Jaime Torres

Investment Advisor

Tel: 250-717-2107
Toll Free: 1800-416-2882
Fax: 250-717-2141

Jaime Torres
Lesley Olsen

Address
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5
Map

Other Locations

16 - 3155 Lakeshore Road
Kelowna, BC
V1W 3S9

Contact Me

Your Financial Plan

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

 

A Full Spectrum of Advice

 

Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals

Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)

Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts

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 correspondence, etc.

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

Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized

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

Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement

Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts

Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed

 

The right Investment strategies to meet your needs. An investment advisor can help you achieve your financial goals. Contact me today.