We will guide you to the finest wealth managers in Canada who will address all aspects of your wealth management.
- Conducting regular reviews per your written & signed investment policy statement (IPS)
- Design an all-encompassing financial plan
- Formulate a systematic portfolio structure to suit your specific needs.
- Provide all tax information on a timely basis
- Recommend, implement and closely monitor all life insurance as determined by your financial plan
An upfront agreed-upon competitive fee covers all of these listed services which are tax-efficient and unnecessary portfolio trading.
Additional world class wealth management services:
- Wills & Estate Planning
- Charitable giving
- Education trusts
- Life insurance
All fees will be open for discussion based upon the
client’s specific needs.
Each & every client will have a different ultimate fee structure as their needs will differ. The fee will be determined by the number of Carats you choose to use and will be by agreement.
The agreement will good for a one-year period from date of signing. Payment can be made electronically or by cheque.
I remain involved through out the entire process.
