We believe a well-constructed financial plan should evolve as your life changes.
How we develop a unique and comprehensive plan for you:
- Explore your current situation
- We will learn about you and your current financial complexities to help us customize our relationship with you.
- Clarify your goals & objectives
- Develop a comprehensive plan: Your wealth strategy will be tailored to you and your goals. We provide effective, bespoke strategies to address both long and short-term needs.
- Customize your investment program: Managing significant wealth requires us to develop a customized asset mix that mitigates risk, seizes opportunities, and minimizes taxes.
- Implement a holistic strategy: Activate on recommended strategies with a view of the inter-connectivity across all dimension of your life.
- Proactively monitor & adjust: As life and family circumstances change, we work with you to identify and present all relevant scenarios before adjusting your plan.
As a CFP professional, I am supported by a team of regional specialists including a Mortgage Planning Specialist, Insurance Planning Specialist and a Wealth Planning Specialist. These specialists participate in the financial planning process, and offer specialized input depending on the complexity of the situation. Investors Group Financial Services Inc.
