Seed Financial Group uses a team-based approach to comprehensive wealth management with the goal of providing service and investment advice that exceeds your expectations. The highest quality of investment advice backed by a world class service team can definitely add value to the investment process. As one of the most experienced portfolio management teams in Alberta, we offer over 100 years of collective investment industry experience. We are committed to providing you with a diversified and balanced investment strategy designed to meet your personal investment objectives.
Choosing an investment manager has never been a more important decision than it is today. With increasing market volatility, reoccurring macroeconomic events, and continual manipulation of global financial markets by central bankers, the required qualifications for investment success have increased significantly. Employing an experienced portfolio manager with the tools, infrastructure and track record to produce strong returns while protecting your capital, is critical.
Private Clients
Our Private Clients are comprised of a variety of backgrounds with different needs, including;
- Well-established families that need professional guidance transferring wealth in a tax-efficient manner to the next generation
- High-net-worth individuals that are searching for a higher level of personal service and assistance managing significant assets
- Successful executives looking to free up their time allowing them to focus on personal and career goals
- Current and past business owners who need help managing personal and business assets
- Business professionals such as accountants or lawyers seeking assistance with their own assets, plus a trusted partner to provide professional and highly ethical service to shared clients
Institutional Clients
Seed Financial Group has the expertise and knowledge of working with Trusts, Municipalities, Non-Profits, and other institutions. We provide customized investment solutions that will be tailored to the institution's specific needs, risk tolerance and asset allocation objectives.
Our approach is unique in that we manage the account position by position, as opposed to trusting the skills of a third party manager. We have a history of solid performance and this is based upon the in-house skills of the team. This approach allows us to be constantly reviewing the composition of the portfolio, as opposed to the "black box" of Exchange Traded Funds and managed funds. It also allows us the ability to adjust the portfolio when we see opportunity in specific areas. We have exceptional working relationships with some of the top bond professionals in the industry and the backing of one of the largest investment firms in Canada. This allows us access to fixed-income products that may not be available at smaller boutique firms.
In addition to investment and portfolio management, we offer the following services:
- Development, implementation and monitoring of a tailored Investment Policy Statement.
- Comprehensive, customized and in-depth proprietary reporting prepared monthly, quarterly, and semi-annually.
- Personalized one-on-one portfolio reviews that are available quarterly, semi-annually, or annually.
- Establishment and management of Personal Foundations.
While Seed Financial Group specializes in portfolio management, we recognize that there is more to long-term wealth creation than day-to-day investment advice. We work with Edmonton's top professionals to align our advice with clients tax and legal goals. We are able to arrange meetings with experienced professionals in the areas of:
- Estate Planning
- Financial Planning
- Tax advice
- Trusts
- Charitable giving
