How We Meet Your Key Objectives
As part of our process, we help our clients understand their unique Personal Economic Values (PEV), the key motivations for your financial choices, and we implement a series of actions to achieve these priorities. We also provide you with a Personal Financial Organizer to maintain your key financial details including your Investment Policy Statement (IPS), quarterly portfolio reviews, and financial strategies for your easy reference.
How We Lower Financial Stress
The scope of our work extends beyond structured asset allocation, quantitative investment selection, limiting volatility, and producing reliable performance. Our goal is to lower your overall financial stress by helping clients limit financial decisions to those aligned with their PEVs. Our processes aim to limit naturally occurring biases that occur during complex financial decisions, life's inflection points, and volatile markets to produce reliable financial decisions.
How We Include Your Family
We work with families because once our clients feel financially secure, they tend to worry most about the people closest to them. Your parents, children, and grandchildren are treated with the same care as you are, even if they are opening their first RRSP. Each individual has their own IPS, yet, we calculate portfolio management fees based on the entire family's assets.