Wealth Management

Estate

We can nurture your wealth so you can live life on your terms, while planning for your family’s future. This is it. Your time. You may have been dreaming of retirement for years, possibly decades, and now it’s here. The good news is you likely have 20 or more years ahead of you to enjoy life as you see fit. Let’s make sure you’re ready.

We can help new retirees, like you, smooth the transition and overcome the challenges of such a profound lifestyle change. Working together, we’ll talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve these goals given the time you have and the risk you’re willing to take. If you have to make tradeoffs, we’ll help you there, too, showing you how small compromises might make a big impact over the long term. We’ll also talk about the things that concern you, and solutions that can help alleviate those concerns. And as your lifestyle changes, we’ll update your financial plan to keep you moving in the direction you want to go.

We have the tools and resources to help you live the life you’ve dreamed of and make your money last.

Risk Management

Whatever your goals are, it’s how you invest your assets that largely determines how soon you’ll reach them. Whether you’re looking to grow your money over time, generate income in retirement or preserve your wealth for future generations, confidence in your financial course comes with knowing your assets are invested well.

We can help you narrow the overwhelming number of investment opportunities to just the right ones for you, your family and your goals.

Discretionary Wealth Management

Personalized portfolio management was recently only an option available to a privileged few.  The convenience, peace of mind, and undivided attention that comes with having your own dedicated Portfolio Manager, is now an option that you can choose.

We are one of the few organizations in Canada authorized to provide complete discretionary portfolio management to our clients. The distinguished Portfolio Manager designation is reserved only for those of our advisors who have attained the highest standards of training and experience in the financial industry.

How It Works

  • We examine your personal situation
    Your Portfolio Manager assesses your investment objectives, risk tolerance, financial goals and tax situation, as well as any other personal circumstances pertinent to your financial future.
  • We create your personal Investment Policy Statement
    This document is the outline that guides the management of your investments. It describes the allocation of assets and any restrictions applicable to your portfolio.
  • We act to fulfill your investment objectives
    Based on your personalized Investment Policy Statement, we build a portfolio to suit your needs and adjust it over time, as necessary.
  • We stay in touch
    Our reporting to you is comprehensive, including detailed statements every month and reviews of your holdings each quarter. Personal meetings with your Portfolio Manager can be arranged as often as necessary.