Wealth Management is a comprehensive advisory discipline encompassing a variety of planning exercises, investment portfolio management and insurance considerations. It requires a careful examination and understanding of a client's personal and financial situation, short-, medium- and long-term life objectives and financial comfort zones. Our wealth management service encompasses and aims to optimize all of the following, tailored to the unique circumstances of you and your family. Click on any of the topics below to learn more on those subjects.
By integrating banking functions with your investment portfolio, more efficient use of your cash resources can be achieved. Recordkeeping can be simplified and the need to move money between your investment account and bank account can be eliminated. We can provide you with chequing privileges, online banking, a debit card and ATM (Automatic Teller Machine) access to your account, all with high money-market daily interest rates via our Full Access Service.