Investment Management Investor profile and risk tolerance Return objective Asset allocation and portfolio management Real estate assets Liquidity management
Financial Planning Analysis of current and future income needs Projects an financial objectives Insurance coverage Retirement scenarios and disbursement strategy Periodic financial plan reviews
Tax Planning Review of capital gains/losses Optimization of deductions Deferred income strategy and tax shelters Income splitting Donation plan
Estate Planning Will and incapacity mandate Insurance strategy Business succession plan Strategy to minimize tax and legal burden upon death Management of all estate accounts