Why Our Clients Work With Us
The relationship between an Investment Advisor and their clients is one of the most important you will have. Our clients work with us because they enjoy a genuine sense of freedom and security in knowing we will protect them from potential risks, guide them through complexities, provide clarity in the present and a plan for the future. Our advice touches every aspect of their lives and allows them to do the things that are important to them.
Our process is tailored to each individual.
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Every client is unique, with individual aspirations and challenges. We will uncover your story and create a wealth management plan tailored to your goals, time horizon and risk tolerance.
Once your personalized wealth management plan is created, we will execute the plan by prioritizing and implementing the strategies defined within it. We will also develop your Investment Policy Statement (IPS) and work within its parameters.
Priorities and goals can change. We monitor progress on your financial goals and adjust accordingly. We will review your accomplishments and make recommendations based on your changing needs.
Suzanne and I have been clients of Gord’s for over three decades. We have been extremely pleased with the professional and personal interest he has taken in growing our investments. His emphasis on being diversified in our portfolio and focusing on the long term awards has been very successful. We also used the team to do our estate planning. They met with us and our family and together a plan for our estate was mapped out to the satisfaction of everyone. Our children (and executors) had their questions answered in a professional, yet warm environment. This meeting and the detailed reports that followed, provided comfort and transparency in this journey. In summary, it gave Suzanne and I peace of mind. We would recommend the team to anyone looking for long-term, sage and professional investment advice and consultation.
-Suzanne and Peter
Matthew and I met Jeremy ten years ago when we went to visit the Investment Manager at our bank and she suggested that we talk with Jeremy. It was the best decision we ever made in our investment history and we are so thankful that we could continue working with Jeremy even when we moved to London, Ontario seven years ago. Under Jeremy and the teams guidance, our investments have grown in a way that never happened with our previous advisor and continues to grow in spite of taking monthly amounts out of our RRIF’s. Jeremy’s advice has helped us with estate planning, managing our US funds when we spend the winters in Florida, and keeping in touch on a regular basis. Thanks very much for being our financial advisors.
-Karen and Matthew
In a period of more than 25 years when we were often traveling overseas, we had complete confidence in the management of our investments by all the staff of the Ley Wealth Management Group. The personal attention to any question or suggestion made to any member of the staff received friendly and rapid answers. The result is that we are financially secure to enjoy our retirement without any concern. We have utmost confidence in recommending Gord Ley and his team.
-Ann and Bob
Jeremy provides sound advice I know I can trust. His commitment to provide superior service and comprehensive planning is demonstrated consistently. As a business owner, customer service values are top priority and with Jeremy you have both and nothing less.