Just reading about us for the first time? Introduced to us by your friend, accountant, lawyer or banker? Here is what you can expect from us:
What are your goals? What is most important to you and your family?
- We work together with you to build and understand your financial vision. Your vision details your priorities, and becomes the foundation of your overall strategy.
- Next, we create a personalized action plan that outlines the steps we will take in the management of your wealth. This is where we map out how we collaborate with our in-house financial and estate planning partners, when appropriate, as well as how we communicate with your accounting and legal advisors.
- Once we have taken the time to plan the appropriate action steps to achieve your financial vision, the last stage involves your investment policy. This process establishes the guiding principles on how we will work together. Your investment policy takes your financial assets, needs, goals and risk tolerance into account, as well as outlines roles, responsibilities and expectations.
The purpose of our collaborative process and step-by-step implementation plan is to provide clients with solutions that address their situation in different stages of their life. Each client’s vision, action plan and investment policy are monitored and updated to ensure they are in-line with their lifestyle and legacy plans.
Our team approach means that we are likely to have assisted many clients with similar financial situations as the ones facing you today.
Our Guiding Principles
We empower our clients to attain their financial goals through professional consultation and a disciplined wealth planning process, consistent with these principles:
- Understand the priorities and goals of each client to ensure we know what is important to them.
- Ensure the goals are realistic and match-up with suitable investment risk.
- Use strategic and tactical asset allocation to maximize returns and minimize risks.
- Coordinate the financial affairs of each client with the other key relationships in their lives including accountants, lawyers, family members and charities.
- Communicate regularly.
- Use all of our resources to provide consistent, strategic and value added results.
- Always earn clients' trust and respect.
