Wealth Management

Wealth Management

 

Asset Allocation Management

When it comes to investment, one of the key to success is to adopt an asset allocation able to produce the returns needed while minimizing the risk to which your portfolio is exposed. Based on the recommendations of our Research Department, I determine, with my clients, the best combination that suits them and monitor their situation to make sure the chosen strategies remain appropriate.

 

Beyond customized portfolio management, 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
  
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
  
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
 
Insurance Consulting
Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
 
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