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What does performance actually mean?

Most, if not all investors judge their results by the investment returns of their portfolio.

We believe that results are measured by a combination of investment returns, cash yield, tax efficiency and how well your overall plan achieves your financial and estate planning objectives.

To help determine your true wealth management performance, try asking these questions:

  • Do you know if you are on track to reach your retirement goals?
  • Is your compensation as tax efficient as it can possibly be?
  • Are your investments being held in the right types of accounts to minimize taxes?
  • What tax rates are you paying on non-registered assets?
  • What rate of return have you earned after fees for the last 1, 3, 5 and 10 years?
  • What income is being generated annually by your current investment portfolio? What percentage is that of your retirement income needs?
  • What is the most tax-efficient way to build investment capital?
  • Have you examined the tax efficiency of your charitable donations?
  • Do you fully understand the intent of your will?
  • What is the tax liability in your estate?
  • Are you getting independent, unbiased financial advice?

We believe this holistic view of wealth management is what sets us apart from traditional financial planning firms.

Based on our higher-than-average retention and referrals, our clients would seem to agree:

  • We manage over $1.5-billion of assets
  • We have a 99% client retention rate
  • 75% of existing clients have been with us for five years or more
  • Over 70% of our new business comes from referrals
  • We feel our client-to-advisor ratio sets us apart in the industry

Learn more about our investment philosophy.