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Contact Us

Kelly Husky

Tel: 780-410-4470

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Other Locations

#30 - 4005 Clover Bar Rd
Sherwood Park, AB
T8H 0M4

8725 94 Street
Fort Saskatchewan, AB
T8L 4P7

422 10 Street
Wainwright, AB
T9W 1P5

My Process

4 Step Foundation to a Long Term Relationship

This process is designed to provide you with a clear understanding of your current and future financial situation and to put your needs into prospective and define your ongoing financial goals.

Step 1 - What is Important to me about your wealth?
The basis for a sound investment strategy begins with understanding you and what is important in your life. This is to determine where you want to go and how will you get there. This is a 'meeting of the mind and heart'.

Step 2 - Analysis of the Four Cornerstones of Financial Home
The cornerstones of wealth planning management are: Financial Planning, Investment Planning, Tax Planning & Estate Planning. All of these topics must be analyzed when creating a comprehensive wealth management strategy.

Step 3 - What is the game plan?
This part of the process is focused on how you make investment decisions. We will discuss the different styles of managing the assets, various investment vehicles and risk management. As a result, this discussion leads to the development of the strategy that is designed specifically for you.

We will develop a customized plan to meet your long-term investment objectives. This Investment Policy Statement is individually created and uniquely written to meet your individual investment needs.

The main areas covered are time horizon, investment management style, asset allocation and geographic allocation.

Step 4 - Keeping the Promise and Continuing the Commitment
The final cornerstone of our business relationship is pro-active management of your assets. Communication and monitoring are critical components of your "Total Wealth Management Strategy". We will develop a customized "service contract" to ensure that the expectations are met and revisit your goals to complete analysis of progress.

My Commitment
In all relationships, it is easier to meet or exceed someone's expectations if each party fully understands the expectation of the other. The following outlines basic expectations and offers room for specific additions from each party.

What you can expect from our team
  • Prompt and courteous service. We make ourselves as accessible to clients as possible; with phone calls being returned the same day.
  • Answers to your questions with knowledgeable and informed advice.
  • Regular communication in the style and forum to which we agree.
  • Your portfolio is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, your asset allocation is reviewed every 6 months and appropriate re-balancing adjustments are made.
  • We are able to customize the detail and frequency of the performance reports that you will start to receive. This is a value added service that I am able to provide to my clients.
  • A comprehensive financial plan
  • An investment plan that reflects your current circumstances and future objectives.

    What I hope to expect from you
  • If you have questions or concerns about your investment strategy, you will communicate them to us.
  • If your situation changes, please let us know. Major life changes impact your investment strategy, so being up to date is critical.