The quality of your investments can have an important impact on your returns and financial peace of mind.
After creating a personalize profile of your situation, we can establish together an investment strategy that will meet your expectations and goals.
- Optimize and diversify your portfolio by asset class
- Maximize capital gain while minimizing the volatility of your portfolio
- Define your financial liquidity needs
- Refine your portfolio’s tax planning strategy
- Develop disbursement strategies that account for your tax constraints
- Balance the risk of return on investment and accommodate for future life events
- Assess and fine tune your RRSP, non-RRSP portfolios and your Individual Pension Plan (IPP) contributions
We follow these four logical and proven steps:
- A thorough analysis of your situation, your financial portrait and risk factors
- Devising a strategy that meets your particular needs
- Implementing an investment strategy
- Reviewing as determined by your evolving circumstances
If you entrust us with your investments, you’ll be able to count on Bernard & Fabien for frank discussion about clearly defined objectives, to be transparent about the agreed upon fees, and to follow up with a regular and rigorous planning, whether by phone, email or in person.