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Questions & Answers on my Philosophy
My investment philosophy is risk-adverse in nature emphasizing capital preservation while tempered with investments that are selected to seek the opportunity in upside performance. Operating within each client’s risk comfort and investment personality, I structure portfolios that are targeted to achieve long-term growth, with enhanced investment performance and reduced volatility risk. As a result, both my clients and I sleep soundly at night with assured peace of mind that there is a clear management understanding within our professional relationship. What other professional services do I provide? I endeavor to simplify and enhance the lives of my clients by providing integrated financial and life management services that are tailored to each client’s unique objectives. I take a multidisciplinary approach to a client’s wealth, career, business and succession challenges by offering access to a comprehensive r ange of services, from investment and tax advice, family trusts and estate planning, insurance, and professional support services that are capable of serving multiple generations. What if clients have questions or concerns? We make ourselves accessible to clients , to provide very personal service. I will ensure that all telephone calls or email messaging are returned within six business hours. A personal meeting is only a phone call or email request away. How often will clients hear from my Team?
View published source ↗Questions & Answers on my Philosophy
“I Develop and Implement Solutions for Clients’ Wealth Management Needs ” What can clients expect from me? I am committed to excellence in our pledge to help clients achieve financial peace of mind. I believe a person’s single most important financial decision is the selection of a compatible team of financial strategists. A client-advisor relationship begins only after I thoroughly understand a person’s goals and objectives, to the point of sharing a client’s vision for financial success, lifestyle and retirement. To provide excellent advice and services, I extend invitations to like-minded prospective clients who share a mutual degree of compatibility with me - as to philosophical outlook and our styles of approach for financial, portfolio and lifestyle management. How do I serve clients? I aim to serve as a clients’ personal CFO (Chief Financial Officer) in my vital role as family advisor and chief strategist. I develop strategies to help clients maintain financial well-being and prosperity while coordinating the activities of existing professional advisors such as tax accountants and estate lawyers. If required, I also tap into our own network of professional advisors at the Wealth Planning Group, at United Financial which is a division of CI Private Counsel LP. What is my investment approach?
View published source ↗Questions & Answers on my Philosophy
I believe that the best client is one who makes informed financial decisions for their monitored investments and other financial affairs. Hence, I advise clients on a scheduled basis, with easy-to-understand reports, meeting-in-person or conference-by-phone sessions . The information and the format of my reports are reviewed with new clients at inception, to minimize confusion and misunderstanding in our client-advisor relationship.This reporting also provides regular investment outlooks, economic updates and topical financial articles in my quarterly newsletter Well-Advised .
View published source ↗Fee Based Active Asset Allocation Wealth Management Program
Active Asset Allocation Wealth Management targets a client group who need a high quality, customized and cost effective fee-based portfolio solution which is modeled after the Pension Fund approach to money management . The result, which has now been employed for several years, is the delivery of a low cost, best manager, multi-style and active pension fund approach to client investment management. The program’s goal is to create portfolios that outperform relevant benchmark indices and their peer group throughout any phase of the market cycle. Specifics Active Asset Allocation Wealth Management utilizes a conservative and reliable investment approach adding value in the following ways: Individual account custom asset mix determination endeavours to minimize down-side market risk and capture up-side market performance Regular scheduled monitoring and rebalancing of portfolios restores the asset mix by following a sell-high and buy-low discipline. Tactical asset shifting is based on rolling twelve month projections of interest rate, business cycles and market direction. Portfolios that utilize the best performing investment management firms, money managers and investment security solutions judged over the short, medium and long term. The active asset allocation and security selection program utilizes tax efficient allocation between registered and non-registered accounts. Written customized reports benchmarking portfolio performance for clear and concise client interpretation and discussion are provided on, at least, a semi-annual basis. Portfolio management fees are levied on a declining tiered basis based on portfolio size.
View published source ↗Office Address
1001 Burns Street East Suite 1 Whitby, Ontario L1N 6A6 Canada
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