Investment Planning

Investment Planning  Option 1fees based on commission and/or % of assets to be managed.

Investment Planning Option 2 ~ starting at $1,000 + GST

Includes:

  • Assessment of existing investments
  • Risk profile assessment including risk tolerance capacity and any constraints to investing
  • Helping you understand your investments
  • Determining of goals for money to be invested
  • Investment strategies
  • Brief discussion on asset protection and estate issues including tax minimization and efficiency