Determining your goals and objectives

• Retirement plans
• Business objectives
• Education needs
• Estate goals
• Charitable giving
• Reviewing challenges and concerns
• Corporate asset and investment management

Wealth Strategy

• We will draft a financial plan for your review and approval.
• We involve both in-house and outside experts as necessary to ensure your financial plan leaves no stone unturned.
• Your comprehensive plan will be reviewed continuously to ensure it's always relevant and accurate.
• Our planning process incorporates tax considerations to ensure that your long-term investment strategy is tax efficient.

Investment Strategy

• We work with you to establish an appropriate allocation of your assets to manage risk and optimize returns.
• We ensure that your investments accomplish the objectives set out in your financial plan.
• Depending on your needs we offer strategies that involve your participation in the administration of the portfolio as well as fully managed solutions.

Continuously reviewing our results and making adjustments as necessary

• We will meet to review the investment performance in the accounts, as well as the wealth and investment strategy on a regular, pre-determined basis