Wealth management involves determining how individuals and businesses meet their goals through proper management of financial resources. It is a dynamic process since financial goals may change over time due to changes in lifestyle and circumstance.
It is a dynamic process since financial goals may change over time due to changes in lifestyle and circumstance.
You are the focus of the financial planning process. As a financial planner, we will assist you in mutually defining personal and financial goals, needs and priorities. From analyzing and assessing your situation, we will develop and prepare a financial plan tailored specifically to meet those goals and objectives, values, temperament and risk tolerance, as well as providing projections and recommendations.
We also assist you in implementing the recommendations discussed if needed. This may involve working with other professionals such as lawyers, investment dealers and insurance agents. Our aim as a financial planner is to assist the client in every step of setting and attaining their financial goals.