There are 3 components to our practice.
Our objective is to create a long term, happy, secure, and educated client, one that will refer a family member or a close friend without any hesitation.
The first and most important component is to make you money, but do it in such a way that you enjoy life by sleeping better at night. We do this by deeply understanding both your objectives and your risk tolerance. Keeping your portfolio current throughout the year to ever changing financial markets.
The second component is ongoing wealth management.
We strive to help you get the most out of YOUR money. We start by analyzing various types of funding: your home, children, retirement, assisted living, and lastly, wealth transfer. All of these differ for each family, and will need constant attention to detail to maximize your efficiencies. Examples might include: Ways to minimize mortgage interest, Use of an RESP and educational government assistance, Comparing saving in an RSP to a TFSA, Personalizing a withdrawal program for tax efficient retirement funding, A wealth transfer plan that will minimize costs and hassles to you and your beneficiaries, Overlaying income tax minimization strategies that are current to you and our existing tax laws.
Lastly, but very important is direct client service. You can expect responses to your requests which are accurate, understandable, and timely. On our end, this leads to a big “thank-you” for each and every client service request.
In closing, you deserve the very best we can deliver – When you are happy, it is a privilege. Like any business, we live for the “thank-you,” for loyalty, and for your referrals. We know we must earn it every day. A great win-win partnership.
Mackie
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
For over 20 years Mackie Love has been a trusted manager of our personal investments.
Sincerely, WH.
We have trusted Mackie’s financial advice implicitly for over two decades, and would recommend him to anyone looking for a trustworthy and experienced investment advisor.
Sincerely, G&M.
His knowledge, and ability to anticipate and capitalize on market trends, benefited us greatly as we moved from the workplace to retirement.
Sincerely, LA.
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