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Monthly Archives: August 2014

Our career in finance began in 1994; we have worked for one of Canada’s largest retail banks as well as Canada’s largest financial planning company and have been through both the “Tech Reck” of 2000 and the market crash of 2008-2009. Our move to Dundee Goodman Private Wealth was predicated by the notion that there had to be a better way.

Few industries have become as commoditized as financial services. Commoditized financial products and services of the past would no longer (possibly never did) be able to meet the needs of Canada’s aging population. We felt we needed dramatic changes in every aspect, from current business practices, to products and services.

Clients demand advice untainted by conflicts of interest. To achieve this we needed to break away from the traditional Wall St/Bay St business model. Here, we are client advocates who offer advice based on a fiduciary relationship of trust and loyalty to the client. Together we take a uniquely integrated approach to some of today’s most complex financial challenges. With our strategy we look to reduce the emotional anxiety our clients face in trying to maintain, grow and ultimately pass on their wealth.

As Portfolio Managers (PM) we deliver a premium level of discretionary wealth management designed to free you from the day-to-day details of managing your wealth. Our job is not to sell financial products. Our job is to gain a deep understanding of your financial situation, to construct a real
financial plan followed by an investment policy statement, and ultimately overseeing the daily activities necessary for strategic implementation.

 The objective is simple – to ensure that our clients are armed with the knowledge and understanding of the risks and consequences prior to making any financial decision. Where most investors go wrong is that their decisions are based on emotions. Once emotions take hold it’s like trying to stop an 8000 pound elephant. Knowledge and understanding act as the harness to control the elephant from ever running amok.

In conjunction with DGPW, we have created a community of wealth management professionals who together put unprecedented control, power, knowledge and opportunity directly on your family’s side of the table.

Consider for a moment your existing team of advisors – your lawyer, accountant, banker, etc. When was the last time they worked together with one shared goal – to understand your total needs? Collectively we can give you the greatest possible chance of reaching your long-term financial goals, with the lowest possible chance of risk and regret.

 At the end of if all, clients partner with us and DGPW to achieve the following:

Transparency Quite simply our clients no longer operate in the dark. One of our guiding principles is to ensure our clients do not receive any surprises. The only way to do this is to give full access to information that will answer who, what, where, when, why and of course how much. Along with greater transparency comes greater accountability.

UnderstandingWhen we combine access to information with education the result is understanding and trust. It is vital that our clients understand the inner workings of not only their financial plan, but also their investment plan. Our clients know the potential risks and consequences of all decisions.

Control– Ultimately our clients want to be in control of their financial future. Having full transparency to information combined with education will generate a level of understanding that will give control where it belongs…the client.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

© NATIONAL BANK FINANCIAL. All rights reserved 2013 – 2017.
National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada. The National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA: TSX).

Products and services of the National Bank Financial — Wealth Management are only offered in jurisdictions where they may be lawfully offered for sale. All products and services are subject to the terms of the applicable agreement. The information in this Website is subject to change without notice. This communication does not constitute an offer or solicitation by anyone in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. Prospective investors who are not resident in Canada should consult with their financial adviser to determine if these securities may lawfully be sold in their jurisdiction.

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