Your CFO Service

We recognize that along with financial success come increased responsibilities and planning requirements. Our mission is to provide you with comprehensive wealth management services to meet these needs. As an extension of our Trusted Wealth Planning Approach, The William Vastis Wealth Management Group provides The Your CFO service tailored to make your financial life easier to manage.

The Your CFO service brings a team of individuals who provide innovative solutions and services to satisfy your financial objectives across all disciplines of wealth management. Our expertise can demonstrate the short- and long-term benefits of smarter tax strategies and improved investment decisions. We can also show you how to securely transfer money to loved ones, establish a trust or foundation, or simply help you manage your finances on a daily basis.

A Lifelong Partnership
We are committed to establishing trust, respect, and a lasting partnership with you. We strive to deliver the finest personalized wealth services available.

Comprehensive Financial Planning Services
We offer advice and strategies across the broad spectrum of financial services until you eventually gain control of your financial life.  These services include helping you develop strategies to achieve your goals, as well as providing administrative and reporting services to reduce the time you spend on basic financial management.

Unlike other advisory firms, we offer expertise in all areas of wealth management:

• Investment Advisory Services
  • Integrate your tax, estate, and investment affairs
  • Gain exposure to a wider range of investment options
  • Keep all of your investment information together in one easy-to-access place
  • Save valuable time and energy
• Income Tax Planning and Compliance Services
  • Develop strategies to help reduce your total tax burden
  • Help you make tax-sensitive investment decisions
  • Provide alternative financial and legal structures to deliver tax strategies
• Risk Management and Insurance Services
  • Proactively manage risk associated with your property and possessions
  • Analyze existing insurance coverage and expectations
  • Identify insurance solutions consistent with your objectives
  • Deliver creative ideas using insurance to optimize your long-term goals
• Estate and Trust Planning
  • Integrate your estate plans with tax, investment, business, and insurance planning
  • Develop plans to manage problems associated with a sizeable inheritance
  • Determine how to provide for future generations
  • Utilize tax-efficient strategies to transfer your wealth
• Philanthropy
  • Identify and research charitable organizations that best fit your interests and priorities in giving
  • Design effective philanthropic structures for your unique situation and interests
  • Handle administration of your major gifts
  • Develop family programs that inform, involve, and educate your children in your charitable activities
  • Maximize the social and economic benefits of your philanthropic efforts
• Expense Management and financial reporting services
  • Manage daily financial transactions, including deposits and expenditures
  • Monitor your financial records, such as bank and credit card statements
  • Categorize and keep track of expenses, such as charitable deductions or business expenses
  • Analyze your investment transactions and statements

Unbiased Service
Our unique position as a wealth management services firm allows us to deliver the best advice without conflicts of interest arising from financial product sales.  Whether we manage your money on a discretionary level or in partnership with you, our investment opinions come from a wide variety of expert opinions, including:

• Research analysts who provide fundamental, quantitative and technical research on individual companies and sectors.  RBC Capital Markets provides research on Canadian companies, while several leading U.S. investment firms provide research on U.S. companies.
• Fixed-Income Specialists who provide access to Canada's largest inventory of fixed-income investments, including bonds and money market instruments.
• Investment Consultants who conduct extensive research on the thousands of discretionary investment managers available worldwide, so we recommend only the very best.  We have retained two of the world's foremost investment consultants - Lockwood Financial and Frank Russell Company.
  In addition, we do not ask you to give up existing advisory relationships.  Instead, we will work with your existing advisors to recommend strategies that address your needs.

Unparalleled Service Offering
We provide an outstanding suite of personal online services that will enable you to

• Review a consolidated financial position across all accounts and investments
• Analyze assets and holdings and assess new investment opportunities
• Learn about available financial options
• Understand tax implications and liabilities
• Direct and monitor the basic administration of managing assets and expenses
• Keep abreast of the latest news, information and commentary relevant to the affluent individual
• Communicate with your personal client services director

By using these services, you take control of your finances and gain the freedom to focus more closely on those things that matter most to you.