ELITE INVESTOR
Tailored Financial Advice and Investment Management
Are you looking for a full-service financial partner?
Do you want retirement income planning and tax planning PLUS a professional managing your investment portfolio so you don’t have to?
Would you like access to a financial advisor whenever you need guidance and answers to questions both straight forward and more complex?
You need our Elite Investor Plan.
The Confidence and Clarity Provided by Our Elite Investor Plan
Expect to:
Gain confidence in a comprehensive financial plan built for your future
Achieve clarity on your income stream and new income opportunities
Maintain comfort with a well-aligned risk/return investment strategy
Build trust and ease with a Wealth Advisor who deeply understands your circumstances
Rely on seamless coordination with your accountants, attorneys, and bankers
Receive the attentive care, guidance, and support you need and deserve
Enjoy the security of a dynamic plan that is regularly reviewed to keep you on track and accountable
Deepen your insight of what you can comfortably spend and how much you can give
How much money do you need to be financially independent?
When’s the best time for you to take CPP? What about OAS?
Should you keep your pension with your previous employer or manage it yourself?
How should you invest your retirement portfolio in a way that suits you?
What’s the most tax efficient way you can withdraw income in retirement?
These aren’t easy questions to answer and every person’s situation is unique. You need the help of a competent financial advisor.
It’s your money and your future. You deserve a wealth advisor who acts in your best interests, always.
You deserve the Elite Investor Plan.
The Details
Types of Problems We Solve
What’s Included
We will prepare a comprehensive financial plan for you AND investment management.
Dive into the details of what you’ll receive HERE.
This is Not For You If …
You’d prefer to manage your own investment portfolio and require no investment advice.
(In that case, try our Planning Only Service)
How It Works
01 Tell Me Your Dreams
What is the one thing that drives you? What are your goals and dreams for retirement and what do you hope to achieve in the next phase of your financial journey?
In our initial meetings, we will dig deep and reveal what is most important to you. This forms the foundation of your custom-designed personal financial plan.
02 What is Your Starting Point?
We all want to be financially successful, but without knowing how much you have coming in each month and where your money is going - success is hard.
That’s why this step helps you identify what sources of cash flow are working for you today and what other sources can be created.
03 Which Way from Here
Now that we have a clearer picture of where you want to go and what resources you have to get there, we will build a plan that explores all of the possibilities in front of you.
04 Implement
All the pieces are in place and you are ready to start implementing your financial plan.
I will make the investment recommendations that are in line with your personal plan.
I may also suggest ways you can save on taxes or can get to your goals sooner.
I’ll guide you with resources and a timeline. I’ll be your accountability partner.
05 Evolve
Your goals and dreams are sure to evolve and so should your financial plan. We’ll meet throughout the year in person, by phone or by videoconference to keep your plan moving in the right direction.
Have a life decision to make quickly that has a dollar sign attached to it? With the Elite Investor Plan, I’m available by appointment whenever you need me! You can easily make a phone or videoconference appointment on your client platform, where you’ll have access to my calendar.
Ready to Take Control of Your Financial Future?
Our goal is to be your financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by answering a few questions to help us get to know you better and determine if our expertise is a match for your financial planning needs.
Please click the button below to get started, and we’ll be in touch as soon as possible to schedule an introductory meeting.
