As financial planners, our value often lies in planning and behavioural coaching.
Here are six key actions we incorporate into the process of helping you with your investments:
1. We listen to learn about your long-term goals
Your financial planning should be all about you. Our mission is to help you achieve your goals and dreams—which means putting your best interests at heart. When we work with you, our first step is to assess your individual situation and put ourselves directly in your shoes.
2. We determine how much money you will need in order to fund these future goals
Once we develop an intimate knowledge of your long-term goals, we establish the funds that will be required for you to comfortably make your vision a reality.
3. We determine how much you can realistically afford to invest each year
We want you to be able to enjoy yourself now, while you save for the future. We will sit down with you and work to create a plan (with your end goal in mind) that allows you to save for tomorrow while enjoying a happy and fulfilling lifestyle today.
4. We look at the types of investments available and assess whether or not they will match your risk level while providing the returns you need to reach your goals
We will present the pros and cons of each avenue available to you, and we will ensure that you are fully aware of any risk associated with each potential decision. We will thoroughly discuss your choices, and weigh them with your risk tolerances, your needs, your dreams, and your long-term goals.
5. We create a diversified investment portfolio
You will feel confident that our recommendations cover all the bases and are precisely tailored to your needs. We will help you navigate the many choices involved with diversifying your portfolio to maximize gains while minimizing losses.
6. We continually monitor your plan, your portfolio, and your behaviour in an effort to keep you on track
Once we customize your plan, we will revisit it regularly to ensure that it continues to meet the goals you shared with us in Step One.
At Spire Advisors, we believe that investment planning is a joint effort between you and your advisor, and we aim to make this process an enjoyable one!
Reach out to us today.
You will see how easy your investment planning can be. The benefits you will receive, along with the peace of mind, are priceless.
– Spire Advisors of Assante Capital Management Ltd.
Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see a professional advisor for individual financial advice based on your personal circumstances.