Investment Guidance
Investment Guidance
in Toronto, Canada
A successful investment experience
Investment Guidance
We work closely with you to understand your financial needs and provide you with a range of portfolio management services while encouraging the discipline essential to long-term investment success.
When you work with our Advisors you get an investment strategy that is:
- Globally diversified
- Tax-efficient
- Cost-effective
- Based on data, logic, and science
Who can benefit from investment guidance service?
Our clients are Canadians with portfolios ranging from $500,000 to tens of millions of dollars. They are looking for unbiased and comprehensive financial, tax and estate planning advice. They live in Greater Toronto Area (GTA) for the most part. Clients who reside outside of Greater Toronto Area (GTA), we work remotely via secure web conference, email and telephone.
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Financial Planning and Wealth Management
by Canada's Top Awarded Financial Advisors
In partnership with CI Assante Wealth Management Ltd. – one of the largest wealth management firms in Canada.
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What Our Clients Say About Us
We are thankful to have been clients for so many years, with no intention to move elsewhere. Highly recommended.
I highly recommend!
How to become a client
1
Discovery process
Meet us face to face or online, to see if we’re a good fit and discuss your goals.
2
Action plan
Review your custom-built investments plan and ask any questions and offer feedback.
3
Commitment
Discuss the implementation of your plan, sign paperwork and begin your journey towards financial success.
Request A Meeting
FAQ
Investment Guidance is process of selecting investments that meet the long-term financial objectives and risk tolerance of a client. The investment guidance is a dynamic process where updates and changes are advised if necessary
Investment Guidance minimizes the risks involved in investing and also increases the likelihood of achieving positive returns. Investment Guidance understand the client’s financial needs and suggest a suitable investment policy that would help the investor achieve their financial goals.
You would meet either in person, virtually or over the phone with your advisor at least twice per year.
The greatest benefit of working with a financial advisor is ensuring that you remain focused on your long-term goals and do not get lost in the “noise” associated with investing.
We will need copies of a valid ID (driver’s license or passport) & a Social Insurance Number. Once our office has these documents, we will provide the account opening documentation.
When you begin to earn an income, you should think about investing. You should be targeting 20% of your gross income (pre-tax) into activities/vehicles that increase your net worth (i.e. investments or debt reduction)
In Ontario you can invest after the age of 18. The earlier you begin investing the better. The longer your money is invested in the market, the greater potential for growth.
Investing is how you build wealth and get ahead of inflation. Every year costs of goods and services are increasing, your money and investments should exceed that growth over time.
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