Tailored, goals-based wealth management

Optimizing your portfolio

You will receive comprehensive discretionary investment management to help you preserve and grow your assets and plan for the future. With extensive wealth management experience and our highly customized approach to growing and preserving wealth, we will manage your investments in a manner that reflects your wishes and needs, following a prudent and disciplined process that emphasizes risk management.

 

Specialized, sophisticated strategies

Our portfolios are designed using leading global asset management teams supported by the expertise of BMO Capital Markets.

On an institutional and private client level we have industry-leading expertise in structured products, which we customize for you to offer significant capital protection and enhanced equity market returns. In partnership with BMO Capital Markets, we develop private structured investments that aim to generate known returns for a given equity market outcome. The terms typically include protection from losses during negative market conditions and enhanced returns when the market is positive. These investments are designed to provide an added measure of certainty in our client's investment results.

We also deploy private placements to help our entrepreneurial clients to secure capital and offshore trusts to offer them creditor-proofing. Ask us how these sophisticated strategies can help you generate high levels of income and protect your asset base and family against loss.

 

We will:

  • Spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money.
  • Work closely with you to build a personalized investment plan that reflects your ongoing needs and objectives.
  • Create a customized, flexible investment plan that is adjusted regularly in response to external conditions and personal transitions to keep you on track to reach your goals throughout your life – the ultimate benchmark of success.
  • Ensure that your personalized investment strategy fits your unique needs and goals and aligns with the risk level that is acceptable to you.
  • Build and manage your portfolio and then monitor and measure its ongoing performance.
  • Ensure you are informed about your financial progress and adjust your strategy regularly to both external conditions and transitions in your personal life, to ensure you remain on track to reach your goals.
  • Access award-winning equity research from BMO Capital Markets, which provides a continuous stream of analyses and forecasts of the global economy and financial markets.
    • BMO Capital Markets operates a fully integrated equity research department in Canada, the US and the UK, with a group of professionals of 65+ equity research, strategy and quantitative analysts covering approximately 950 companies across diverse industry sectors.
    • Their breadth of coverage is matched by the quality of their research, which is consistently ranked as one of the top research houses in Canada, and fast becoming a growing force in the U.S.

 

We continually rebalance our portfolios to keep our numbers on track. That is, we recalibrate to maintain the asset allocation percentages we have agreed upon. This is key to your long-term success.

 

Discretionary services

At Murphy Morgan Wealth Advisory Group, we are qualified to perform discretionary investment management. This means you can entrust us to make your investment decisions following the parameters we set together. This frees you from stress, allows you to focus on what you do best, and empowers us to act quickly to obtain the best prices when opportunities arise.

We will create an Investment Policy Statement (IPS) – a customized document that details your goals, risk tolerance, time horizon, preferences and interests. Using these unique parameters as a roadmap, we will do all the day-to-day buying, selling and wealth planning for you. You pay one single, asset-based fee which includes a full suite of wealth planning and banking services and solutions.