WEALTH MANAGEMENT
Our Wealth Management Services
Our wealth management services may vary depending on the level of engagement you require with your financial profile. We offer stand-alone investment management services related to specific objectives, such as retirement planning or education funding. Or it may be combined with other services such as financial planning, insurance, tax and estate planning as part of an integrated financial advisory engagement.
Security Financial Private Investment Counsel
All of our investment management services are offered through Security Financial Private Investment Counsel Inc. (SFPIC), a registered Portfolio Manager in the province of Ontario. Our Managing Director holds registrations as a Portfolio Manager and Chief Compliance Officer with that firm.
To learn more, please visit the firm’s website: www.sfpic.ca
Achieve Your Life Goals
You have goals for you and your family as you navigate through the stages of life. We’ll help you plan towards achieving them with comprehensive wealth management services. We develop customized investment solutions to help you achieve your goals for growth, income and preservation.
We will work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future. It begins with a highly consultative process to assess your financial situation – your current profile, needs, concerns, risk tolerance, tax situation, time horizon, liquidity and return objectives.
Investment Management
With a focus on your goals and financial profile, we assess the vast universe of investment options to find the ones suitable for you. Once implemented, ongoing monitoring of your portfolio’s progress enables your advisor to adapt it as your life and goals evolve.
We possess over 20 years of experience in investment management. Our portfolio construction process incorporates asset allocation, investment selection and risk management to target your investment objectives.