Our comprehensive financial planning process delivers meaningful recommendations and strategies to meet even the most complex needs. These technical aspects are balanced with personal issues that can only be explored when you have a strong relationship with a trusted family advisor.
Learning about your needs: First, we will sit down with you to determine your short- and long-term goals and needs and ascertains any specific priorities that need to be addressed in a timely manner. This enables us to understand the personality and complexities of you and your family.
Staying informed as things change: We continue to gather information and build our relationship with you as we draw upon the skills and expertise of the other members of Starratt Wealth Management as well as the well-respected Tax & Estate Planning team at Richardson GMP.
Consistent monitoring and reporting: We work with you to customize your plan and service strategy to suit your distinct needs. Successful portfolio management involves regular portfolio reviews. You may prefer, for example, to have quarterly meetings in person, or to receive a progress update email once a month. Between reviews you always have direct access to your portfolio online through Richardson GMP's Online Account Access and our doors are always open.
Portfolio management: Understanding that markets perpetually change, we regularly review your portfolio to make sure it is consistent with your stated objectives. Your portfolio structure remains consistent with our outlook for the various asset classes and we stay in contact with you to remain up-to-date on your personal circumstances.
Research: No single source of information is reliable all of the time, so we consult an extensive array of research resources to develop our strategies. We consult Bloomberg, GMP Securities, Credit Suisse and the Computerized Portfolio Management System, as well as many of the investment firms in Canada. By sharing our knowledge and experience with you, we provide an ongoing inventory of fundamentally-sound investment opportunities. Working with our partners at GMP Capital Inc., we bring a wealth of global intelligence to your doorstep in ways that make sense to you and your vision.