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Contact Us

Tyler Marche
Joy Loewen
Lucas Sciacchitano

Tel: 416-359-4710
Tel: 800-263-2286

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Your Financial Plan

What Should You Expect from Us?
In a nutshell, you can expect a life that is less complicated.  From many years of working with high net worth clients, we know that wealth, for all its joys, can be a burden.  Here’s how we deliver Your life, uncomplicated™:
 
 
A Full Spectrum of Advice
Customized portfolio management:  the inherent skill sets of asset allocation and balancing risk against reward
 
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

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