Our client service promise
 

Relationship
Development
  • Identifying ongoing goals and objectives for you and your family
  • Critical events — Health, Retirement, Second Property, Education, etc.
  • Financial vision — Family & Legacy, Health, Lifestyle, Travel, Life Events
Financial
Planning
  • Interactive sessions create the best collaborative plan for you
  • Determines your cash flow and needs
  • Produces tax effective withdrawal and contribution strategies
  • Identifies both qualitative and financial goals
Wealth
Management
Planning
  • Documenting all your financial affairs to protect you and your family
  • Estate planning
    • Wills, Power of Attorney, Personal Directive
    • Insurance analysis and planning (Life, Disability, CI, Group, Private Health)
    • Business succession
    • Property succession and planning
    • Philanthropy and charitable foundations
  • Working with your professionals to provide an integrated solution
  • Gathering and recording all important documents
Tax Planning
  • Develop tax effective: portfolios, income streams, withdrawal strategies
  • Proactive tax planning with your professionals to mitigate taxes
  • Document and summarize important personal tax information for planning
  • Document and summarize important corporate tax information
  • Providing a comprehensive tax package to your tax professional
Investment
Solutions
  • Ongoing research to create the optimal asset allocation
  • Design model portfolios that maximize return while managing risk
  • Open architecture:
    • Access to best in class 3rd party pension asset managers
    • Excellent breadth and depth of available managers
    • Managers are selected to protect capital
    • Ongoing due diligence of managers
    • RogersCasey provides an extra layer of due diligence
    • Consistent review and rebalancing
Service
  • Dedicated team of four professionals with 40+ years of experience
  • Quarterly market update
  • Monthly and quarterly portfolio statements and daily online access
  • Quarterly portfolio review
  • Annual planning session:
    • Relationship development
    • Tracking your progress
    • Rebalancing and recommendations
    • Education sessions
    • Manager reviews
    • Wealth management planning and financial planning update

 

Meet our team and learn how we help our clients chart their course.