Our approach to managing wealth is comprehensive and disciplined. We are here to help you understand and navigate the complexities of the financial world. We want to provide you with peace of mind by creating clear, actionable strategies that allow you to meet your goals. Our process involves:
Begin with possibilities. Achieve results.
Office Address: Office Hours:
209 Main Street, Suite 101 Monday to Thursday: 9 am to noon & 1 pm to 4:30 pm
Sturgeon Falls ON P2B 1P3 Friday: 9 am to noon & 1 pm to 4 pm
Extended hours available by appointment
Angèle Simard, FCSI CIM PFP
Eric Simard, CFP
Our first step includes a comprehensive review of your goals and situation. Our objective is to better understand you, find out what is important to you and why. During this stage, we will establish your tolerance for risk and market fluctuations, as well as uncover risks to your financial well being. We can move forward with the next steps if our values align and we both feel excited about the opportunity.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered marks owned by Aviso Wealth Inc. L’Alliance Wealth Management is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of L’Alliance Wealth Management are used under licence by Credential Financial Strategies Inc.
Portfolio Management and Reporting
Your path to wealth is here
Our approach is comprehensive, our advice is backed by in-depth research and expertise, and most importantly, our service is personal. The guiding principles for building and managing your portfolio will be documented in an personalized Investment Policy Statement. We build a portfolio using a disciplined approach to meet your individual investment goals.
We are committed to providing on going personal advice and addressing what’s on your financial horizon. This begins with our 45-day follow-up to ensure that things have started and are progressing as you expected. Throughout our on going professional relationship, we want to meet at a minimum once a year. As life unfolds, we want to work with you to ensure that the strategies that we put in place remain relevant.
Comprehensive Wealth Services
We prepare your own personal Wealth Strategy, addressing financial planning, retirement and retirement income planning, tax efficiency, insurance and estate planning. When we identify gaps, we create action plans to address them. We collaborate with our extended wealth services team, which includes highly accredited lawyers, accountants, financial planners and insurance specialists. Our team will also work with your existing tax, legal or business advisors to ensure that you have a fully integrated wealth plan.
On an ongoing basis, we provide investment monitoring, portfolio rebalancing and buy/sell recommendations. You will receive monthly statements when trading activity occurs, quarterly performance reporting and annual consolidated tax reporting. We provide secure 24/7 account access and a consolidated view of all your investments via www.CredentialOnline.com..