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The Julé Group
Home
Our Team
The Value We Offer
Our Approach
Fee-based investment services
Advisor Managed Account
Market insights
Community
Blog
Contact us
Our Approach
Our Approach
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We care about your and your family by:
Always putting your best interest first. This is our fiduciary duty and one of our core values.
Asking questions to help you identify and articulate your needs and goals.
Working to alleviate those worries that keep you awake at night.
Providing full transparency about fees.
Customizing services to your needs and goals.
Offering, at a minimum, annual meetings to ensure your needs are being met and you are educated about your portfolio.
Acting as a sounding board for ideas being considered by you, or those important to you.
Being here to provide guidance during economic expansions, recessions, and challenging periods in the stock market.
Keeping you apprised of financial topics.
Providing the necessary services that allow you to grow, maintain, and bestow your wealth to the next generation.
Responding to voicemails within 24 hours.
We develop a Custom Financial Plan for you. With your plan, we:
Clarify your current financial situation.
Help you rank your financial priorities and goals.
Make specific recommendations to help you achieve your lifestyle aspirations.
Help you make critical financial-related decisions.
Monitor changes in your life and adjust your plan accordingly.
Our Wealth Management Services include:
Staying up to date on tax changes and minimization strategies..
Working with your tax and legal advisors to coordinate your complete financial picture.
Assisting with the development of your will, estate, retirement, and business succession plans.
Provide advice about any existing life insurance policies.
Assisting with charitable giving. This can include developing a personal foundation and/or providing expertise on the best methods to fund the causes you are passionate about..
Keeping you informed about the processes and financial topics relevant to your situation.
Educating your children and grandchildren about investments and financial concepts
Planning for the efficient transfer of your wealth to the next generation.
Providing referrals to, and liaising with, other professionals such as accountants, actuaries, lawyers, tax specialists, executors, and a power of attorney.
Our Investment Management Services include:
Preparing an Investment Policy Statement, which details our strategies to meet your goals and priorities..
Achieving or exceeding targeted returns by positioning and managing investments strategically and tactfully.
Holding securities in appropriate accounts to take advantage of tax rules.
Diversifying your investments to reduce risk and enhance returns.
Consistent reviewing and re-balancing of your portfolio.
Recommending and completing appropriate tax-loss selling to reduce your taxes
Charitable Giving
Charitable giving positively impacts causes that matter to you. You can gift cash, securities, or the proceeds of a life insurance policy. It also helps reduce your tax liabilities. We assist with all your philanthropic needs through the CIBC Wood Gundy Giving Back Program or a Private Charitable Foundation. For more information on the CIBC Giving Back Program:
Click here