Trusted Tips and Resources

Trusted Tips & Resources

Trusted Saskatoon Investment Advisor and Saskatoon Wealth Management Experts share a tip on What to expect when working with a Financial Advisor & Wealth Management Expert


A great tip on What to expect when working with a Financial Advisor & Wealth Management Expert:


When you choose to invest your time with me, we will work through our disciplined and thorough approach to wealth management.  Through comprehensive information-gathering, analysis, decision-making and evaluation, you will develop a truly comprehensive and personalized strategy.


1. Identifying your financial goals and objectives


  • I will gain a clear understanding of your financial goals through in-depth discussions with you and, if you wish, your family members and other professionals, such as your accountant or lawyer
  • I will set out your unique personal profile to guide the creation of your customized strategy and to be the benchmark for your success  


2. Determining your optimal asset allocation


  • I will conduct a thorough asset allocation review based on your goals and objectives
  • This will indicate a suitable investment strategy, diversification plan, investment portfolio and asset mix to help you meet your specific financial goals



3. Recommendations appropriate for you


  • Investment recommendations will be clear and backed by prudent research and analysis
  • Insurance solutions will be backed by your unique needs analysis
  • The reasons behind all options and recommendations presented, and their relevance to your financial objectives, will be fully explained
  • Provide a written Finacial Plan for us to work from with clearly outlined objectives and expectations 

4. Monitoring your portfolio and keeping you informed


I will:

  • Monitor the investment solutions developed for you so that they can be kept current with your changing needs
  • Provide regular reviews, along with comprehensive reporting to help you know where you stand and the reasons for any adjustments that are recommended. 






Trusted Saskatoon financial expert.




The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.

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S & E Trusted Online Directories Inc
129 21st St E #400
Saskatoon, SK   S7K 0B2
Ph: 306.244.4150


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