Invest In Your Future !


Invest In Your Future !

When it comes to investing, Canadians face a complex landscape. Concerns over the safety of funds, achieving meaningful growth, and optimizing tax efficiency are at the forefront of every investor's mind. The challenge of balancing risk with potential returns, coupled with navigating the ever-changing tax implications, can make investment decisions daunting.

At our firm, we understand these challenges intimately. Our investment strategies are designed not just to navigate but to master the delicate balance between risk and return, ensuring the safety of your funds while targeting sustainable growth. We prioritize tax-efficient investing to help maximize your returns, making sure you keep more of what you earn !

Our Time-Tested

Six Step Professional Advisory Approach

Step:1

Getting to Know You

Two people shaking hands with speech bubbles, concept of communication
Two people shaking hands with speech bubbles, concept of communication

Objectives


Establish trust, introduce our firm's philosophy,

and gather essential information.

Process


We assess both financial and non-financial needs, clarify your goals, constraints, and preferences, collect detailed personal and financial data, and establish relationship parameters.

Results


A comprehensive understanding of your investment objectives, leading to a tailored strategy that aligns with your goals. We also lay out our planning process, including the number of meetings and the team members you will work with.

Step: 2

Risk Analysis

and

Financial Assessment

Checklist under magnifying glass highlighting 'RISK', audit concept
Two people shaking hands with speech bubbles, concept of communication

Objectives


Evaluate your family’s financial situation

and risk tolerance.

Process


Utilize questionnaires and discussions to assess risk tolerance, analyze current financial statements, and review existing investments.

Results


A detailed risk profile and a financial assessment that will guide the asset allocation and investment selection process.

Step: 3

Education on Investment Concepts

Person presenting financial growth charts to an audience, investment seminar
Person presenting financial growth charts to an audience, investment seminar

Objectives

Equip you with knowledge on

various investment vehicles

and strategies.

Process


Provide detailed explanations on different financial concepts like the pros and cons of segregated funds vs. mutual funds, the benefits of dollar-cost averaging, and the importance of portfolio diversification, and sustainability while achieving tax efficiency.

Results


You gain an understanding of different investment options, strategies and concepts available in Canada, empowering you to make informed decisions alongside our advisors.

Step: 4

Strategy Development

Figure pointing to 'strategy' on board with charts and gears, business planning
Figure pointing to 'strategy' on board with charts and gears, business planning

Objectives


Evaluate your family’s financial situation

and risk tolerance.

Process


Utilize questionnaires and discussions to assess risk tolerance, analyze current financial statements, and review existing investments.

Results


A customized investment plan that balances risk and return, maximizes tax efficiency, and aims for sustainable growth.

Step: 5

Implementation

person getting read to start investment journey
person getting read to start investment journey

Objectives


Execute the agreed-upon investment strategy efficiently.

Process


Selection of specific investments (e.g., segregated funds, mutual funds) based on our strategy discussions, initiation of dollar-cost averaging plans where applicable, and execution of trades to build your portfolio.

Results


A diversified, tax-efficient portfolio tailored to your family's needs and risk tolerance, set in motion to achieve your financial goals.

Step: 6

Continuous Monitoring and Review

Paper with 'Review' written and a pen, concept for feedback or evaluation
Paper with 'Review' written and a pen, concept for feedback or evaluation

Objectives


Ensure your investment portfolio remains aligned with your goals and adapts to changes in the financial markets or your personal situation.

Process


Regular review meetings to assess portfolio performance, discuss any changes in your financial situation or goals, and adjust the portfolio as necessary.

Results


Your investment strategy stays responsive to market changes and personal circumstances, ensuring it continues to meet your family's evolving needs

If you take 1$ and double it 20 times

without taxation = $1,048,576

If you take the same 1$ and double it 20 times

but now pay 33% taxes each time = $28,466

If you take 1$ and double it 20 times

without taxation = $1,048,576

If you take the same 1$ and double it 20 times

but now pay 33% taxes each time = $28,466

If you take 1$ and double it 20 times

without taxation = $1,048,576

If you take the same 1$ and double it 20 times

but now pay 33% taxes each time = $28,466

It Cost $0 To Speak With An Expert !

It Cost $0 To Speak With An Expert !

Plan Today, Thrive Tomorrow with Canada's Wealth Architects!

Start Planning Today, So You Can Thrive Tomorrow with Canada's Wealth Architects!