Investment Advice and Portfolio Design:
Careful analysis and investment strategy design to promote your best interests every step of the way
Use of time-tested investment methodologies and one of Canada’s top ranked investment research teams
Monitoring and rebalancing of portfolio based on current market conditions
Annual client portfolio review
Financial Planning:
Detailed financial planning forecasts using sophisticated software
Regular plan review to ensure you stay on track
Tax shelter strategies
Insurance and estate analysis and implementation
Additional:
Financial Lifestyle Maximizer analysis to identify planning gaps, risks and opportunities
Strategic coaching based on your dangers, opportunities & strengths
Proactive and regular communication
Timely updates on market and economic policy changes and how they impact you
Network of experienced consultants, tax specialists and lawyers
Together with a private banker we can provide you with creative solutions in everyday and direct banking, cash management and credit needs
Coordination of tax return preparation and snowbird services
Quarterly newsletters, educational client seminars, analyst conference calls and client appreciation events