Our customized investment solution, known as Private Wealth Management (PWM), is designed to satisfy your unique investment requirements and aspirations as a high net worth individual. We assist you in wisely protecting and expanding your wealth. We also provide this service to institutions, foundations, and trusts.
Develop personalized investment strategies tailored to your financial goals and risk tolerance.
Create comprehensive retirement plans to ensure financial security in your golden years.
Assist in creating and managing estate plans to protect and transfer your wealth efficiently.
Optimize your tax strategy to minimize liabilities and maximize wealth preservation.
The first and, arguably, our favourite step is getting to know you. What does getting to know you have to do with your financial wealth plan? Everything! Our custom Portfolio Approach is only possible if we know who we are customizing it for.
If we do not know where we are going how will we know when we arrive? Setting a goal and having a detailed understanding of what that looks like for you is the backbone of our Wealth Management practice. We will ask questions and listen so that we can specifically outline what you want to achieve. Some goals might focus around saving for retirement, purchasing a home, supporting your loved ones, or financing a new opportunity. We will talk about priorities and timelines and we will also discuss what current strategies are in place. We will get comfortable discussing and revisiting these goals often to confirm that our approach is still appropriate.
Having a clear investment strategy allows us to stay within the parameters of what you want to achieve and how you want to achieve it. Using what we know about you and your goals, as gathered in steps 1 and 2, we will create a roadmap that defines your objectives, timelines, your income needs, your asset mix break down, specific security inclusions and exclusions, and a review plan.
After we have reviewed and agreed on your investment strategy, we will create a tailored-to-you portfolio. Our portfolios are carefully designed to provide you with what you need: income, growth, and/or preservation. We have access to today's top analysts and specialists in their fields. We draw on this vast network of market research and investment knowledge to inform our investment strategies.
Your portfolio is monitored regularly to ensure that we are progressing as planned. We will set up portfolio review meetings with you at an appropriate cadence and be in contact on an as needed basis to recommend suitable changes to meet your goals. You will receive documentation including account statements, transaction receipts, and tax reports at regular intervals.
Wealth Management does not stop once a Portfolio is in place, in fact, we believe that Wealth Management is a comprehensive approach that goes beyond investment advice and helps to secure your financial future. We provide our clients with a roadmap that helps navigate the complications in managing wealth by arming you with tools to protect your lifestyle, create a lasting legacy, support those you love now and into the future. Our clients are taken through a process that includes Will & Estate Consultation, Financial Planning, Insurance Reviews, Tax Strategies, and more.
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