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Wealth Services
Wealth planning on your own terms and tailored to your financial goals and needs.
Planning is anticipating, preparing for any unforeseen event. Neither the best financial plans nor the most experienced investors can always predict the complexities of life. That's why our financial advisors help you develop a financial plan that can meet your needs today and prepare for changes, be them big or small in the future.
Our financial planning process is holistic and designed to identify your individual and unique needs. We will help guide you through an analysis of your short and long-term financial objectives to discover opportunities that allow you to increase your wealth and manage the associated risk in your own profile. From there, we help you build a personalized financial plan that adds value to your personal financial structure.
Our initial approach
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Get to know us and evaluate
This is the most important step. Understand and define together your financial goals and objectives by gathering the information and knowledge necessary for optimal advice.
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Analyze and recommend
Using the variety of resources, tools and work methodologies, it will be your financial advisor who presents your personal financial plan according to the established objectives.
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Communicate and implement
After making the recommendations together, you and your financial advisor will establish the next steps to begin implementing your financial plan. This may include updates to your investment portfolio to suit your own level of risk.
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Monitor and update
Just as our lives change, so does your financial planning. Our commitment is to continue communicating with us periodically to ensure that your financial plan is up to date, making the appropriate adjustments as your economic-financial situation and your own needs change.