Three reasons we are different:
- We encourage our clients to write us a short note on who you are as an investor. It can be as short as a sentence or two, or longer if you like. We are here to help you with this. We find that when clients can clearly articulate and write down who they are as an investor and what they want, the wealth management process becomes more successful for all – especially you!
- We encourage our clients to truly be partners with us in this process and journey. We help you define what that means to you and our team, so expectations are transparent, met and exceeded. Our Wealth Management platform begins with understanding you, what you want, and how you want it. Our Wealth and Planning solutions are then tailor made around you using custom built portfolios and managed money . We go through a qualitative and quantitative process to discover the best fit for you.
- We think Risk Management first. My team and I are big fans of understanding and investing in the greatest wealth machine in human history – The USA Capital Markets. Many financial issues and other things (economic, political, social, etc.) that take place here in Canada are profoundly affected by what happens in the USA. Understanding this and its implications is very important for Canadian investors. Warren Buffett, arguably the most well-known, successful and one of the wealthiest investors in human history has often said “Never bet against America”. Truer words have never been spoken, even and especially today. You need to understand this to be successful in this field.
To learn more about our team and how we can help you achieve your wealth ambitions, call (204) 946-9810 today.
