How We Meet Your Key Objectives
As part of our process, we design and maintain a hierarchy of why you're building wealth so that we can implement a series of Action Paths to achieve your priorities. We provide you with a Personal Financial Organizer to maintain all of your key financial contacts and documents, including your Investment Policy Statement (IPS), quarterly portfolio reviews, and financial planning strategies for your easy reference.
How We Lower Financial Stress
The scope of Discretionary Portfolio Management extends beyond structured asset allocation, investment selection, reducing volatility and maximizing returns. Our goal is to lower your overall financial stress by integrating planned liquidity into your investment process and building passive income, so that your money is available when you need it. Our processes aim to limit the naturally occurring biases that can occur during complex financial decisions, life's inflection points, and volatile markets so that your financial outcomes are more predictable.
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.