Experience an integrated approach
to growing your wealth
WHAT WE DO
Rather than focusing on individual areas of wealth management, our team provides an integrated approach to the long-term growth of your investments. All the elements of your financial universe… working in concert.
Our Portfolio Managers, Financial Planners, Tax and Insurance Specialists work together to help achieve the specific goals of our clients.
This fully integrated approach can positively impact savings behavior, wealth accumulation and retirement readiness.
our process
2.3X
MORE FINANCIAL ASSETS
SOURCE: More on the Value of Financial Advisors, Claude Montmarquette, Alexandre Prud’Homme, CIRANO 2020.
step 5
IMPLEMENT
We put the plan into action, setting up the appropriate investment accounts, investing assets in the agreed upon portfolios, setting up contribution and withdrawal requirements and making sure your insurance policies are in place as needed.
step 6
MONITOR
We monitor your investments, fine tuning your holdings as market conditions change. We communicate regularly to ensure your plan remains up to date as you reach certain milestones and as life circumstances change, leading back to DISCOVERY.
STEP 1
DISCOVER
We meet with you to identify and understand your unique goals and objectives.
step 2
GATHER DATA
We gather the relevant financial documents and information needed to create a complete picture of your financial universe.
step 3
ANALYZE & PLAN
We review your total financial picture, assess your needs and bring in specialists as required to build an actionable plan.
step 4
REVIEW & DISCUSS
We meet with you to discuss the plan and review the proposed investment strategy to make sure it’s right for you and your family.
STEP 1
We meet with you to identify and understand your unique goals and objectives.
STEP 2
We gather the relevant financial documents and information needed to create a complete picture of your financial universe.
STEP 3
We review your total financial picture, assess your needs and bring in specialists as required to build an actionable plan.
STEP 4
We meet with you to discuss the plan and review the proposed investment strategy to make sure it’s right for you and your family.
STEP 5
We put the plan into action, setting up the appropriate investment accounts, investing assets in the agreed upon portfolios, setting up contribution and withdrawl requirements and making sure your insurance policies are in place as needed.
STEP 6
We monitor your investments, tuning your holdings as conditions change. We communicate regularly to ensure yoru plan remains up to date as you reach certain milestones and as life circumstances change, leading back to DISCOVERY.
why ADVISORS join us
Do you have a question about our services or investment solutions? Let’s talk!
Set up a call with our Director of Business Development.
INSIGHTS
PORTFOLIO MANAGERS’ BRIEF – September 2024
MACRO-ECONOMIC RESEARCH – The Value Contradiction
When we think about value stocks, we think low price to earnings multiples and above average dividends. It makes value stocks ideal candidates for retirees seeking regular income with limited downside variability.
Portfolio Managers’ Brief: May 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: April 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
MACRO-ECONOMIC RESEARCH – An Option Primer
COVERED CALLS: A CLOSER LOOK AT THE STRATEGY’S HIDDEN COMPLEXITIES Picture this, while sitting in your kitchen...
Macro-Economic Research – U.S. Expansion
Are we in the early stages of a 1990’s style global expansion? At a minimum, the performance of US stocks tells us that the American Dream is alive and well.
Portfolio Managers’ Brief: March 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).