What We Do

Strategic Wealth Planning

     As Strategic Wealth Planners, we believe that our clients must first have clearly identified life goals, objectives and timelines before a proper financial plan can be created for them.  Our Strategic Wealth Planning process is designed to facilitate this task and it has these six steps: 

1. Discovery 2. Analysis 3. Formulation 4. Confirmation 5. Implementation 6. Monitoring and Review

     The successful achievement of your life goals and dreams will also be contingent upon the thorough integration of the following areas: Retirement Planning, Tax Planning, Investment Planning, Education Planning, Cash Flow Planning, Estate Planning and Risk Management/insurance Planning.  From this information, a detailed life plan will be created for you, one that will let you live the life that you designed.

Strategic Asset Management

     Weather you are in the capital accumulation, income generation or capital transfer (legacy planning) phase of your life, we will manage your wealth without compromising your security.  Each one of these phases has its unique challenges and we will manage your assets in light of the goals, objectives and timelines uncovered in the discovery phase of the Strategic Wealth Planning process. 

     We will use a variety of conventional vehicles such as mutual funds and segregated funds as well as proprietary customized portfolios to meet your requirements.  When it is appropriate, we will recommend deploying some of your assets to a Separately Managed Account (SMA) platform in order to take advantage of the unique tax benefits associated with these types of accounts.  We are firm believers in providing our clients with secure income streams during their retirement years.  To this end, we will consider investing some of your assets into platforms that can provide secure life-long income streams for you.

     All of our clients' assets are managed based on our investment management philosophy which has capital preservation and tax optimization serving as the cornerstones. Each portfolio entrusted to us is managed and guided by these principles.  We are not market timers therefore “time in the market” will be required to fully benefit from our unique and disciplined investment process. 

We will manage these types of accounts for you:

RRSP, RRIF, Spousal RRSP/RRIF, LIRA, LIF, TFSA, RESP, Open Non-Registered, In Trust For, Charitable funds, Corporate treasury accounts.

 

Mutual funds provided through FundEX Investments Inc.

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