The Elder Team is a group of dedicated investment professionals with a proven and disciplined approach to investing. Our process starts first and foremost with understanding your needs and the creation of customized financial plans designed to help you reach your goals. Whether you want to save for retirement, build a legacy, or just manage your existing cash flows, we offer customized investment strategies that emphasize preservation of capital and long-term growth.
Additionally, we work closely with strategists and analysts at BMO Capital Markets, which in the last 32 years has been ranked the #1 research firm 29 times. The Elder Team also maintains strong relationships with key BMO Bank of Montreal and BMO Harris Private Banking staff members for our clients’ non-investment financial needs.
Our Process at a Glance:
A strategic approach ensures that a customized solution is designed and applied through a disciplined process, to take you through all the stages of life. We will work with you to take inventory of your current financial situation to ensure it is aligned with your overall wealth management goals, from now, to retirement and on through to estate planning.
Our 5-step process includes:
1. Understanding your needs
2. Planning for your needs
3. Choosing your solutions
4. Reviewing and communicating with you
5. Evolving and adjusting your plan