People will commonly ask us “What makes you different than working with our advisor at the bank?” No matter where they work, financial advisors play an important role in growing their clients’ financial wealth. Although all advisors have multiple investment options to recommend to their clients, we bring a more comprehensive, more objective approach to investing than most advisors.
As dual-licensed financial advisors, we work with a variety of Canada’s leading mutual fund companies, and life insurance companies, to provide our clients’ with the products and portfolios we believe best support their individual expectations, tolerances and overall objectives. We regard our Investment Services as the design, implementation and management of the various investment products required to support one’s objectives for retirement and estate planning. Furthermore, investment plans are designed to reduce or defer tax on investment income and maximize the returns within each individual investor’s risk tolerance and expectations.
As we are independent, we can construct portfolios from a far broader selection of investment funds than most bank-based advisors. Furthermore, we have the objectivity to select the funds that we believe provide our clients with the best opportunity, for the best overall return at the appropriate level of risk. We leverage research and insights through Canada’s leading fund analytics company -Morningstar – to carefully determine which investments funds we believe make the grade and furthermore, use a proprietary software program – Portfolio Insights – to enable us to continue to modify the progress and composition of all our clients’ investment assets.
We are confident this methodology and objectivity enables us to provide unbiased, impartial recommendations to our clients.