Bard Wealth Management - The Bard Wealth Management Approach

It`s important to know that you have a plan in place you can rely on, so we hold ourselves to clear, strict processes throughout our relationships with clients. We also maintain a high level of day-to-day service that is uniquely personalized to each individual.

STEP 1 - Setting Targets

We help to uncover the kind of investor you are, the lifestyle you want to maintain, and targets you'll need to reach to meet your goals.

STEP 2 - Initial Comparison

We present our analysis and recommendations, show you a clear picture of your current assets and projections for the future, while comparing the options available.

STEP 3 - Cash Flow Specifics

With detailed planning tools and an in-depth process, we outline your cash flow needs and projections to help get you to your goals with minimal risk and optimal tax management.

STEP 4 - Structured Review

The priority is to make calculated adjustments as you get closer to each major transition, which we determine through sctructured review meetings.

STEP 5 - Communication Network

Our team remains open and accessible, reaching out on a regular basis to update and inform, and taking advantage of our network of resources and specialists as needs arise.

THE BARD WEALTH MANAGEMENT SERVICE COMMITMENT

You have worked hard to accumulate your wealth, and you expect the highest quality of service and personal attention in every aspect of your life - why should your finances be any different?

As a client of Bard Wealth Management, you will benefit from:

Accommodation

We understand your time is valuable, so we strive to make meetings convenient. If your are unable to meet us at our office in downtown Toronto, our team can meet with you at your home, your office, or a CIBC branch of your choice.

Availability

Earl is available seven days a week, and our team will respond to your inquiries within two hours.

Coordination

We will coordinate with your legal team to implement your financial blueprint in a way that best suits your needs and with your tax accountants to save you time, money, and hassle during tax season.

Customization

The solutions we present you with are carefully crafted based on your specific financial situation. When we sit down with you, we will outline how each of our uniquely-tailored strategies applies to your goals.

Partnerships

By leveraging our strategic partnerships with some of the most experienced professionals in the industry here at CIBC Wood Gundy, we are able to provide you with a broader range of products and services, such as business valuation, mid-market business sales, and financial and estate planning services.

Structure

At the beginning of every review session, we will outline exactly what we will be discussing and how it affects your future. While we strongly recommend at least two meetings per year, we can adjust the frequency to suit your needs.

OUR APPROACH

THE BARD WEALTH MANAGEMENT APPROACH

THE BARD WEALTH MANAGEMENT SERVICE COMMITMENT