Tara Kelly

What Should You Expect from Us?

Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – 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

Wealth Management:

Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)

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

Meetings:

Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.

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

Financial Planning