Portfolio evaluation

Your free financial evaluation

Are you getting the wealth management advice you need?

Every individual has unique goals for their wealth, their life and their legacy. That means your wealth management plan should be as unique as you are.

Answering the following questions can help you determine if you are receiving the necessary information to understand and evaluate whether you are currently well-served.

If you’re not sure of any answers, or don’t like the answers you have, please contact us and we will be happy to help.

  1. Do you know how much your Portfolio earned last year?
  2. Do you Know your portfolio's asset mix?
  3. Is your portfolio designed for tax efficiency?
  4. Is your portfolio custom designed to suit your income/growth/preservation needs?
  5. Do you have an Investment Policy Statement that governs your portfolio?
  6. Do you know the risk level of your portfolio?
  7. Has your advisor prepared financial projections for you?
  8. Is your insurance fully integrated into your investment plan?
  9. Do you know the fees and commissions you are paying?
  10. Does your advisor meet with you at least 2x per year?

 

If you answered “no” or were unsure about the answers for 5 or more of these questions, consider meeting with The Latremoille Group to find out how you can benefit from our comprehensive and in-depth wealth management service.

145 King Street West, Suite 500
Toronto, ON M5H 1J8
Toll Free: 866.205.3548
Office: 416.969.3026
Fax: 416.969.3031
TheLatremoilleBeggGroup@RichardsonGMP.com


"Is your wealth working for you?"

"When life events happen, what happens to your wealth?"

"Are you getting the right advice?"


 

Offering insights to the many aspects of wealth management.

 


 


 


 

Certified for fiduciary excellence

Richardson GMP was the first investment advisory firm in Canada to earn the Centre for Fiduciary Excellence (CEFEX) certification for our Separately Managed and Portfolio Management Account Platforms. This certification is proof that we do what we promise: place our clients’ interest ahead of all else. In this, we are leading the way for the industry.

We are pleased to announce that Richardson GMP has once again earned its CEFEX certification. Our certification details can be found by visiting www.cefex.org