Taking advantage of our Second Opinion Service (SOS) is the
first step towards graduating to the next level of wealth
management, in order to acheive your financial goals.
To better understand our philosophy, meet our team and gain
perspective from existing clients, take seven minutes to view
our video below:
Are you confident you won't run out of money during your
retirement years? Do you have a written forecast of your income and
expenses in retirement? Does your family's financial situation need
a proper evaluation?
While many individuals call themselves financial planners, there
are many important distinctions which need to be understood in
order to make a proper comparison.
A key consideration in the highly regulated investment industry
requires that all advisors obtain permission PRIOR to the execution
of any client transaction. The type of licensing held by your
advisor is the critical factor that determines the swiftness of
portfolio adjustments and the amount of time that passes before
changes can be made to an account.
In addition to portfolio management, our team provides unbiased
financial planning advice. Not all investment specialists are
qualified or are able to provide a comprehensive suite of financial
planning services.
We encourage you to view the checklist below to compare the
services of your current advisor to those of our team.
SAMPLE PORTFOLIO COMMENTARY/COMMUNICATION
A Crisis of
Confidence (August 8, 2011): With the recent increase
in market volatility and ongoing media coverage we thought it to be
important to share our views with you. After the US wrestled
to get political will moving in the same direction, many
anticipated the resulting legislation would reduce worries and
tensions in the markets. Instead the markets continued to deliver
huge volatility and big losses last week. MORE
The links below will take you to samples of some of the
information available to our
clients in the MyPortfolio Centre. Please note that all
research and information updates are for illustrative purposes only
and are not intended to be taken as advice.
