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Our Philosophy
INtimate
| Our philosophy is fairly simple yet INtimate ... in order to provide the best possible solutions for you and your family, we need to fully understand your situation. |
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Every family is unique, with different circumstances, needs, and desires. Once we understand the details of your situation, we can counsel you on appropriate strategies and solutions to preserve your family�s wealth and ensure that your heirs will benefit in the manner you desire.
Our clients are affluent, high net worth individuals, families, and business owners. Their concerns are usually focused around structuring sufficient cash flow from their investments to meet their income needs, minimizing taxation, and creating a complete estate plan (Will, Power of Attorney, Trusts, etc.).
If you�re not already a client, the following information will give you an idea of the families that we work with and the solutions we provide. |
Some of the concerns we commonly hear when we first meet with new families are:
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I don�t hear from my advisor often enough.
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I�m not sure my advisor is considering all aspects of my life and doing everything he/she can for my family.
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I don�t have a hard copy of a complete financial plan - I�d like to have something I can refer to now and then.
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My advisor has never asked me what my short and long term goals are.
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I don�t know what the investments are in my portfolio, or why I own them.
Our Process... there are many important things we need to learn about you and your family:
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What are your wealth concerns / issues?
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What are your cash flow requirements currently and anticipated in the future?
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What are your dreams and goals for your family?
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What is your goal timeframe?
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What is your risk tolerance?
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Where do you anticipate being in 3, 5, 10, 20 years?
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What is your family�s current net worth, including any business interests, potential inheritances, etc.?
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At what age do you intend to spend more time pursing your life interests?
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What legacy do you wish to leave for your heirs?
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Is philanthropy a goal?
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What are your family�s particular barriers or problems?
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Have you any investment preferences or aversions?
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Once we have answers to these questions and many more, we have a road map to travel by. We then work closely with you to develop an appropriate, documented investment plan. Your risk tolerance and timeframe are considered when selecting appropriate investments in order to avoid unnecessary risk. Tax efficiency is fundamental to protecting and further growing your wealth; therefore all opportunities are reviewed to reduce potential tax liabilities. Your Will and Estate Planning options are presented.
A financial plan is not a one-time affair; it�s an ongoing, evolving process. Your portfolio and financial plan are monitored regularly and you receive comprehensive reporting. As time passes, and your life and situation changes, appropriate adjustments are made to your financial plan, to ensure suitability. |
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CONTACT US:
For more information on how you can benefit from the experience of the LaLiberté Investment Team professionals, contact Jen Moulder, Licensed Sales Assistant at 604-575-6911 (toll free 1-866-575-6911) or by email at [email protected]
If you wish to contact a specific team member directly, please see our webpage titled �Our Team� for more information. |
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The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc., Dundee Private Investors Ltd., Dundee Insurance Agency Ltd., and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered. |
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