Wealth management means helping you enjoy, preserve and build your wealth. Every client is offered the full range of wealth management services. This involves every member of the Alan Rae Wealth Management Team and a whole host of professionals with whom the Team has developed trusted relationships over the years.
Wealth Management Wheel
Contact Alan to learn more about how he and his Team can help your specific wealth management needs.
Financial Planning
Every client is offered the opportunity to complete a full financial plan with Suki Chahal. Clients benefit from a detailed plan that establishes investment, tax-planning and insurance strategies to help them achieve their financial goals. This discovery portion of the wealth management process is key in identifying the most critical issues that need to be addressed.
Wills & Estate Review
A one-on-one session with Kirsten Jenkins will help identify and address your various estate planning concerns. A summary of your meeting along with actionable recommendations provides you with the steps you need to take to achieve your goals.
Insurance Review
Our Estate Planning Specialist will work with you to assess your needs and introduce strategies to meet those objectives.I nsurance is about more than just a life insurance policy. It can help you preserve your wealth and protect your family from unexpected financial burdens arising from critical illness or accidents. It can even build wealth and contribute to your estate plans.
Investment Policy Statement
This is the blueprint for the construction of your investment portfolio. Your Investment Policy Statement documents both your financial circumstances and your profile as an investor.
Investment Proposal
Based on the needs and objectives identified in the Financial Plan and from detailed conversations and meetings with you, the Alan Rae Wealth Management Team will construct an investment portfolio that is as unique as your situation. Whether you are planning for retirement or already reaping the rewards of retirement, the Alan Rae Wealth Management Team can help you reach your growth/income goals.
Ongoing Service
The Alan Rae Wealth Management team prides itself on its strong commitment to service. Always accessible, they make great efforts to provide you with timely information and regular updates on your portfolio and the markets.
Through client events throughout the year, the Rae Report – the monthly newsletter, and the Team’s website, clients can take comfort in knowing that the Alan Rae Wealth Management Team is working hard to ensure that communication flows smoothly.
Regular Reviews
As your needs and the markets evolve, regular reviews ensure that your plan remains an effective tool in achieving your objectives. As your financial situation changes, so will the strategies that are employed.
Bringing in the Experts
The Team’s extensive professional network is at your disposal to assist you in meeting your other financial and non-financial needs: accounting, legal, real estate …
Every person’s situation and wealth management needs are different. Contact us today for a complimentary assessment of your needs.
