Combining certified financial planning with discretionary
portfolio management, Life Span Financial Strategies has a proven
wealth management approach that provides you with peace of mind
knowing your finances are in the best possible hands. Our high net
worth private clients have the confidence and comfort of knowing
their money is well invested and that they are on the right path to
financial success.
As Certified Financial Planners, we provide a broad suite of
financial services designed to simplify your life. Our Comprehensive Client Service
Model integrates cash flow, taxation, investment, retirement
and estate planning with your personal goals to create a customized
financial plan for your future.
As licensed Portfolio Managers, we keep your portfolio current.
In the rapidly changing world of investments, we pro-actively
position assets, within a well-diversified portfolio, based on our
comprehensive world market research and analysis. Our focus is to
optimize risk-adjusted returns while remaining sensitive to
ever-changing market conditions. We ensure you are not exposed to
unjust market risk and offer you peace of mind that your portfolio
is optimized for maximum gains.
For more information, visit our
Guide to High Net Worth Money Management.
Our unique, 'boutique-style' team approach is designed
specifically with our valued high net worth clients in mind. We
purposely work with a select number of private clients to deliver
the utmost in personal and professional service - believing that
successful investing requires a very personal approach.
Open, ongoing communication is vital to all that we do. From our
initial meeting, where we learn about you and your goals in
designing your customized financial plan, to our portfolio design
and management we provide transparency and understanding in every
step to build integrity and trust.
As a client of Life Span Financial Strategies you are always
connected to your investments, including full access to a wealth of
knowledge, financial-planning experience and your up-to-date
portfolio through our myPortfolio client centre. Your account
information, including your statements, files and forms, can be
accessed at your convenience through our secure online
environment.
As a client, you are encouraged to visit Your
Questions Answered section for answers to frequently asked
questions about the markets, your options, and our services. We
also provide exclusive market data and reports to keep you informed
of your investment plan's progress. We understand that our clients'
confidence in our abilities is based on keeping the lines of
communication open at all times.
To take a free tour of myPortfolio, Contact
Us today.
Discretionary portfolio management involves our clients
providing us with trading authorization to make decisions on their
behalf. Our unique licensing sets us apart in an industry that
generally requires the majority of advisors to require client
involvement prior to implementing changes to portfolios. By
authorizing us to act on your behalf we are able to react based on
up-to-the-minute market research and analysis. This enables us to
structure portfolios effectively without concern of them becoming
stagnant.
This pro-active and caring individualized approach enables us to
provide clear guidance with personal solutions and a customized
action plan for your specific needs. At Life Span Financial
Strategies, we strive to provide the best results for our clients.
Through leadership, we make it happen.
For more information, please read Our Wealth Management
Approach.
Your Personal Financial Planner will act as the motivating force
to keep your finances on track. Day in and day out, our insight,
clear guidance and care will provide you with confidence and
knowledge that you are on the right path so that your life goals
can be successfully realized.
Our team of highly experienced discretionary Portfolio Managers
proactively manage your investments in a disciplined portfolio
structure within the guidelines of your personal mandate.
If faced with unique challenges or opportunities, your Life Span
advisor can then further tap into an extensive network of
professional advisors to develop a specialized wealth management
solution specific to your needs. We actively work with clients'
lawyers, accountants and other professionals to co-ordinate the
best possible financial solution for you.
For more information, please visit our Financial Services section.
We are continuously working to enhance our extensive knowledge
base through educational seminars and industry related courses and
certifications. As our client, you get to work with an expert team
that boasts a wealth of knowledge and experience in an area often
considered complex. Clients benefit from over 60 years of
collective experience, with access to two Portfolio Managers, one
Associate Portfolio Manager and four Team Administrators with the
following combined designations and licensing:
- Four Certified Financial Planners (CFP)
- Four Canadian Investment Managers (CIM)
- Four Fellows of the Canadian Securities Institute (FCSI)
- Three Financial Management Advisors (FMA)
- One Tax and Estate Practitioner (TEP)
- Three options licensed advisors
- Five IIROC licensed team members
- Four Level 2 Life Insurance Licensed team members (through
Dundee Insurance Agency Ltd.)
Read more about why these designations are critical
to your investments.
