Solutions designed to meet your needs
Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Wealth & Portfolio Management
Wealth Management is more than just Portfolio Management. We work to address and administer a full suite of wealth management solutions for our clients.
- Portfolio Management
- Financial Planning
- Tax Planning
- Risk Planning
- Estate Planning
- Philanthropy
- Banking Solutions
Our purpose
We believe in taking a conservative long term approach to Portfolio Management. We are not here for the quick trade, but rather believe in buying quality dividend paying equities and fixed income products for the long term. Our goal is to assist our clients in all matters that pertain to their financial well being, thus the term Wealth Management in our title. We treat our clients like family, or as my mother often said “treat others as you would like to be treated”.
Our approach
Introductory
Meeting
–
Understanding each other, your family & priorities
- discuss philosophy, business practice, expectations
- share personal and business circumstances
- determine next steps
- determine service plan
Quantitative Discovery - Information gathering
- account opening
- account transfers
Presentation / Review of Goals and Proposal
- presentation of plan
- proposal of investments
On-going review of your objectives and portfolio management
