Investment Planning
- Understand your level of investment risk
- Help choose cost & tax efficient investments
- Diversification strategies
- RRSPs, TFSA, RESPs, RRIF, LIF
- Managed accounts and ETFs
We believe in controlling the things we can control and that’s why we focus on setting the sail rather than the direction of the wind. As such we build diversified portfolios and educate you on how we can help you reach your goals.
Our approach is not through timing the market, but instead we align risk and return combined with behavioural finance to design a portfolio that accounts for your comfort with fluctuating markets and sets you up so that your money helps serve you.
Our Approach
Step 1
Discover
Getting to know you by building detailed knowledge of your individual, family or business story
STEP 2
Present
Present the action strategy where opportunities are maximized across your entire financial spectrum
Step 3
Implement
Implement your action strategy in order to move to a desired benchmark over an agreed upon period of time
STEP 4
Communicate
Pro-active communication on progress, value and new opportunities. Our contact with you will be when and how you prefer
STEP 5
Adjust
Manage strategies and adjust as necessary to keep you on track towards goals.
Before you start the process …
There are biases and habits we all suffer from that can trick you into acting on impulse against your own financial best interest. Maintaining a disciplined financial strategy can help you in controlling this behaviour. This is why it is important to understand behavioural finance.
A strong financial plan and investment portfolio will only take you so far. We will act as your sounding board and guide you to make the right decisions when it comes to your finances. The strong foundation you build will help you to ignore financial media and those who make financial predictions.
You will begin to appreciate why following your plan trumps reacting to opinions. We all need support to ride out periods of uncertainty. That is why we are here to coach you and help you stay on track to achieve results.
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Let's Stay In Touch
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Events: We host events that are informative and will keep you current on intriguing financial topics and fun client appreciation ones. Stay in touch!
To Get Started
Contact us for complimentary introductory meeting at + 1 (416) 890-7881 or Book Online
Elleverity Wealth Management
336 Bronte St. S. Suite #224-225
Milton, Ontario, Canada, L9T 7W6
Products or services related to investments, investment recommendations and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp. 4665 Yonge Street, Suite 310, Toronto, ON M2N 0B4 416.964.0440
Insurance sales are not conducted through Security Financial Services & Investment Corp., nor are they the business of Security Financial Services & Investment Corp. Insurance sales are conducted through BridgeForce Financial Group, a Managing General Agency.