Our success as advisors ultimately is defined by the strength of our client relationships. We seek to earn trust every step of the way by providing expert advice, excellent service and open communication. We consider it an honour to be chosen as guides to assist our clients in realizing their most important life goals.
At its most basic level, financial planning is essentially cash flow management: strategies to save, protect, grow and transition wealth. While the tools utilized to achieve specific outcomes are important, we place greater emphasis on the process. We believe that a holistic, integrated approach to wealth management is the best way to achieve optimum results for our clients.
Objectivity & Transparency
WEALTHdesigns.ca believes that clients are entitled to receive qualified, objective advice independent of the sale of products. This is reflected in our preference for fee-based services vs. commission-based services, which is the current industry norm. At the same time, we recognize that each client is unique and deserves a customized approach, taking into consideration their individual needs and preferences.
We are committed to demonstrating value by delivering on each client’s need for growth, safety, liquidity and cash flow. Our process includes on-going assessments of risk, after-tax measures of performance and comparison with known benchmarks and alternatives. The result is relevant, factual information which allows for meaningful client discussions.