What's our approach?
Throughout our relationship, our team listens to your needs. We tailor our recommendations to your situation and ensure that we propose the solutions that best suit you.
1. Understand your needs
- We take the time to get to know you.
- We undertake a detailed analysis of your current situation.
- We understand your needs and concerns to help you set objectives and priorities.
2. Plan
- We recommend solutions that are tailored to your needs and establish an action plan with your priorities in mind.
- We design a personalized plan for your retirement.
- We assist you in your decision making regarding estate planning and settlement.
- We build a customized investment portfolio that aligns with your goals and comfort level.
3. Implement the plan
- We take careful steps to implement your comprehensive wealth plan to ensure minimal disruption and to provide you with the utmost confidence.
4. Periodic monitoring
- We monitor changes in your personal, financial and economic situation, to ensure the proposed solutions continue to suit your objectives.
- Our convenient digital platform gives you 24/7 access to your portfolio, performance insights, and financial resources.
- With real-time updates and clear reporting, you’re always informed and in control.
What can we do for you?
We understand the importance of client service and are committed to taking the time to listen to your story. Our clients see us as trusted advisors that establish meaningful relationships through active listening. This is the opportunity to establish a plan for your lifelong dreams while uncovering any potential obstacles. You can take comfort knowing that a professional with a unique and valuable skill set is creating a personalized plan for you.
To finally be free to take on all the projects you have always dreamed about. It’s a wonderful and exciting feeling. No more busy schedules, rush-hour traffic, constant stress and running around all day. But exactly where should you begin? We are here to help guide you through this process by providing an easy to understand roadmap, so you are confident retirement will be rewarding and on your terms!
The investing landscape is constantly evolving. Take comfort knowing that you have experienced professionals advising you on how to protect and grow your wealth. We are proud to offer leading investment strategies that are tailored specifically for the specific needs of our clients. Our portfolios are built from the ground up, using a collaborative approach to form the base of your comprehensive plan.
You have worked hard for your wealth. Make sure your loved ones are taken care of. A full review of your estate and insurance strategy will be reviewed to make sure your family is protected and looked after in any situation.
We have exclusive access to personal banking services catered specifically to the needs of our clients. As an independent advisor acting as a fiduciary, we can provide sound financial advice for both sides of your balance sheet. We are committed to finding the best solution for you.
Building a strategy that minimizes the tax you owe is the foundation to a financially sound plan. Our holistic approach to tax planning ensures there are no surprises down the road and you’re not paying any more tax than you should be.
There are many factors that go into creating a sound and comprehensive strategy. The legal element is no exception. Although our core competency revolves around being your personal ‘financial coach’, we have the resources available to advise on many aspects relevant to your wellbeing. You will have peace of mind knowing all your questions have been answered and you have a strategy that is clear, concise and works for you.
Services offered by Silmser Wealth Management Group
What is our investment philosophy?
- Our team-based approach gives us the opportunity to collaborate with different perspectives and experiences. This collaboration produces a fully customized strategy that is unique to every single client.
- From the outset of our relationship, you will benefit from our support to help manage your assets and ensure your plan is executed properly.
- Together, we will determine your objectives and your investor profile by looking at what you want to do with your money and your time horizon.
- We will help to properly diversify your portfolio and identify solutions that correspond to your needs, objectives and risk tolerance.
