INVEST IN VALUE, NOT HYPE
PERSONALIZED WEALTH MANAGEMENT
FOR YOU AND YOUR FAMILY
Our wealth management team can help you ensure you’re making conscious and strategic financial choices through every stage of life. Our comprehensive services include financial projections and scenario analysis to help create a vision for your financial future.
It’s not just about prudent planning, it’s about defining your unique “why”. That means clarifying your values and the purpose behind your investment efforts. Competing priorities can sometimes prevent people from planning, receiving holistic feedback, and addressing what’s really important to them.
WHICH FINANCIAL LIFE STAGE ARE YOU IN?
WEALTH ACCUMULATION
In this life stage, financial planning often takes a backseat to career and family commitments. In the interest of building wealth, you might be willing to take on a higher level of risk to maximize capital growth.
Our role is to help you develop a personalized wealth accumulation plan, one with disciplined parameters, appropriate levels of risk, and minimal effort on your part to manage.
What makes us unique is our ability to deliver tailored, discretionary wealth management services to a broad range of people. Contact us to learn more about our accessible and personalized approach.
WEALTH PRESERVATION
The transition to the wealth preservation stage often coincides with a change of circumstances. You might be approaching retirement age, selling your business or dealing with a health condition. There are many reasons to shift your focus to capital preservation.
Our role is to help you assess your situation, clarify your goals and realign your investment strategy.
If you’re in transition or want a second opinion on alternative strategies, we invite you to Contact us for a consultation.
WEALTH DISTRIBUTION
The wealth distribution phase is characterized by the drawdown of your accumulated assets and the need to prepare for a transfer of wealth.
Both of these situations lead to important conversations, significant planning, and adjustments to your holdings, wills, investment policies, and more.
Contact us to discuss your situation and ensure you’re prepared to accomplish your goals.
In this life stage, financial planning often takes a backseat to career and family commitments. In the interest of building wealth, you might be willing to take on a higher level of risk to maximize capital growth.
Our role is to help you develop a personalized wealth accumulation plan, one with disciplined parameters, appropriate levels of risk, and minimal effort on your part to manage.
What makes us unique is our ability to deliver tailored, discretionary wealth management services to a broad range of people. Contact us to learn more about our accessible and personalized approach.
The transition to the wealth preservation stage often coincides with a change of circumstances. You might be approaching retirement age, selling your business or dealing with a health condition. There are many reasons to shift your focus to capital preservation.
Our role is to help you assess your situation, clarify your goals and realign your investment strategy.
If you’re in transition or want a second opinion on alternative strategies, we invite you to Contact us for a consultation.
The wealth distribution phase is characterized by the drawdown of your accumulated assets and the need to prepare for a transfer of wealth.
Both of these situations lead to important conversations, significant planning, and adjustments to your holdings, wills, investment policies, and more.
Contact us to discuss your situation and ensure you’re prepared to accomplish your goals.
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WHY ENGAGE US?
- BALANCING GROWTH WITH PRESERVATION
- DISCRETIONARY INVESTMENT MANAGEMENT
- HOLISTIC, GOALS-BASED APPROACH
- STRONG ALIGNMENT OF INTERESTS
- COMPETITIVE FEES & SUPERIOR CLIENT SERVICE
FEATURED INSIGHTS
What Do You Know About Longevity Risk?
A survey conducted by the Canadian Institute of Actuaries (CIA) reveals that Canadians underestimate their life expectancy by almost four years
Optimizing Tax Efficiency
Canadians have more choices than ever to grow their investments in a tax-efficient manner through registered investment vehicles such as RRSP, RESP, RDSP, TFSA, and the more recent FHSA. Unfortunately, for most Canadians, maximizing all options is just not a realistic expectation.