What We Offer and What You Can Expect From Us
We are committed to building relationships based on integrity and trust. Our priority is protecting your interests and helping you meet your financial goals. To ensure we have a mutual understanding of our respective roles and responsibilities, we offer you our Client Service Pledge.
Together, we will develop a comprehensive plan to help you achieve your long-term goals. As part of the process, we examine investment, tax (as it relates to your investments), estate (as it relates to your investments), and cash flow needs. The process begins by developing your personalized Investment Policy Statement (IPS) detailing long-term goals, time horizon, risk tolerance, and investment management procedure for monitoring your portfolio.
We will help you build a Family Wealth Planning Group, by working with your own lawyer, accountant, and other professional service providers. As part of this group, we will develop an integrated wealth plan to protect and enhance your estate, and ensure that it is effectively transferred to your beneficiaries.
Tax Saving Opportunities
For most clients, tax planning (as it relates to your investments) and minimization are key components of planning. We will evaluate your situation and recommend appropriate strategies including retirement planning, income splitting, and integration of various tax-efficient investment vehicles.
We are always available to work directly with your other advisors, including lawyers and accountants, to ensure the integration of solutions.
We will monitor your accounts so we can make appropriate recommendations based on changes in legislation, economic conditions, and your personal circumstances.
We will monitor your accounts so we can make appropriate recommendations based on changes in legislation, financial and economic conditions, as well as your personal circumstances.