Active Investment Management
YOUR FRIENDLY NEIGHBOURHOOD CHARTERED INVESTMENT MANAGER
Comprehensive Financial Planning
My Comprehensive Financial Planning service is designed to optimize investment strategies tailored to individual goals by rendering a Comprehensive approach to financial planning. My approach addresses these key areas; Portfolio Management, Asset Allocation, Risk Management, Estate Planning, Tax Planning and Insurance Planning.
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Portfolio Management
We actively manage your investment portfolio at a non-discretionary capacity to ensure that profit is realized. This involves close monitoring to ensure; 1. Compliance
2. Regular Profit Taking
3. Regular Rebalancing
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Asset Allocation
We create a well-diversified portfolio for our client tailored to their financial goals and risk tolerance.
This is achieved on the basis of
1.Market conditions
2.Client Preferences
3.Investment Timeframes
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Risk Management
We minimize potential financial losses by assessing and managing various investment risk and hedging against market volatility to align with individual risk tolerance.
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Estate Planning
Our clients enjoy well delivered wealth management efforts that remains up-to-date with life changes & evolving policies. We are licensed with the top wealth management firm in Canada.
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Tax Planning
We optimize the financial situations by identifying tax savings opportunities. We provide tax efficient investment planning, income splitting, and utilizing available tax credits and deductions.
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Insurance Planning
We offer insurance planning services designed to help clients protect their financial well-being and manage risks. Our plans cover health, disability, and critical illness insurance, ensuing adequate coverage.