Where is your money managed?

Wealth & Complexity
Wealth & Complexity Chart

As one’s wealth increases, so do the complexities of its management. Tax laws change while financial markets shift through unpredictable cycles. True wealth management involves an integrated, multilayered approach which follows a disciplined & predetermined process.

Bank Branch

Template investment mix

Generally provided via bank in-house mutual funds

Financial Planner

Provide basic retirement planning

Often utilize insurance products

Investment services generally consist of mutual funds only

Investment Broker

Offer an array of investment products

Focus primarily on investment accounts

Portfolio Manager

Manage a specific portfolio for all clients

Portfolios are not customized to the individual – assets are pooled with those of other clients

Integrated Net Worth Model

Back tested portfolio construction

Tax minimization planning

Income planning & projecting

Trusts & Estate preservation

Risk Management

Business & Corporate tax planning

Philanthropic Planning

Alternative investments

The Client Experience.

Through a defined process our advisory teams conduct in-depth discovery meetings in order to construct complete and integrated wealth plans. The initial plan development and review process may incorporate some or all of the following services.

  • Integrated Model
  • Tax Minimization Planning
  • Income Projecting & Analysis
  • Trusts & Estate Planning
  • Software Developed Wealth Management Plans
  • Net Worth Analysis & Management
  • Business Succession
  • Philanthropic Planning
  • Investment Advisory Services
  • Back-tested Portfolio Analysis
  • Software Developed Asset Plans
  • Tax Efficient Portfolio Construction
  • Account Tracking & Consulting
  • Benchmarked Results Reporting
  • Risk Management
  • Investment Policy Statements

177-B St. Mary's Rd.
Winnipeg, MB   R2H1J1

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