The catalyst to long-term financial success flows from the planning. We help develop your plan by analyzing and organizing your financial affairs in a manner that moves you closer to your goals. We accomplish this through a disciplined 5 step process with three planning stages: Strategy, Implementation, and Monitoring.
This is a process of discovering your financial priorities, feelings about money and financial success, identifying life goals, financial goals and risk tolerances. We do a complete review of your current financial position and define your current and future financial needs.
Based on your needs and goals, we develop an investment policy statement (IPS) and asset allocation strategy. The objective is to create a picture of your complete investment needs and build a framework for a long-term strategy. The IPS is designed to govern investment selection and provide the required investment returns relative to your risk tolerance and time horizon.
Once we have a plan, the next step is the research and selection of the specific investments that make up your portfolio. We identify a consistently outstanding money manager through a rigorous due diligence process which involves frequent communication with our management team. We also consult with other highly skilled professionals to ensure we have the best legal, estate*, investment, and tax advice as required.
We implement your asset allocation strategy by diversifying into specific asset classes we believe will benefit from the current economic and investment cycle for consistent targeted performance and capital preservation. When appropriate this involves ongoing strategic portfolio re-balancing and make recommendations based on market conditions.
We continuously monitor and review your portfolio based upon risk assessments, objectives and time horizons specified in the investment policy statement to ensure your portfolio remains relevant to your changing life needs. Our clients receive regular communication and education on economic trends, investment trends, and updates on changing market conditions. This is where we address and adjust to any changing circumstances that may affect you planning.
* Offered through Canaccord Estate Planning Services Ltd.
Canaccord Wealth Management is a division of Canaccord Genuity Corp., Member-Canadian Investor Protection Fund.
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