Your wealth is the reward for a lifetime of hard work, discipline, and prudent money management. Yet maintaining your wealth can be as much of a challenge as achieving it. We know how difficult it can be to stay on top of your financial affairs in today’s busy world.
Our Wealth 360 process identifies the planning strategies most appropriate for you and your family. We work with you to identify priorities, opportunities and risks, and then create a realistic action plan.
Wealth management involves much more than just your investments. We take a comprehensive approach that considers all of your financial affairs in context. When it makes sense, we work with your lawyer and accountant to ensure the strategies are thoughtfully implemented.
Our Wealth 360 service was designed to be a complete road map for your wealth plan. Using a user-friendly dashboard format, it neatly summarizes your assets, financial goals, investments and insurance, as well as your prioritized action plan and other important information. During our annual general meeting, we review your Wealth 360 report to clarify where you stand in relation to your goals. We adjust the plan where necessary to ensure you are taking full advantage of all wealth planning opportunities.