What to Expect

1. Know Your Client Profile
  • Net Worth
  • Current Situation
  • Goals and Objectives
  • Current and Future Income Needs
  • Financial Structure (Personal, Corporate, Family, Trust)
2. Develop the Plan
  • Investment Management
  • Retirement Planning
  • Tax Planning and Strategies
  • Estate Planning
  • Insurance and Risk Management (provided by Moraine Financial Group)
  • Charitable Giving
  • Trust Planning
  • Education Planning
  • Transfer of Wealth
  • Corporate Succession and Tax Planning
3. Implement, Review, Adjust
  • Implement agreed upon strategy
  • Measure and monitor
  • Adjust as needed

Safeguarding of Assets

Moraine Wealth Advisory uses a third-party custodian, Fidelity Clearing Canada. Fidelity investments is one of the largest custodians and brokerage services used by independent portfolio managers globally.

Client accounts are covered by the Canadian Investor Protection Fund.

Fidelity is regulated by IIROC. Moraine Wealth Advisory is regulated by the Provincial Securities Commissions.

 

Quarterly Financial Reporting

We provide quarterly reports that are simple to read and make it easy to understand where the changes from one quarter to the next came from.

Communication

We believe in the importance of keeping our clients up to date. Our communication will include our views on current happenings, information on how we are changing portfolios, and key risks we have identified.

Articles

 

Moraine Wealth Advisory offers integrated financial planning.

Set up a meeting to get clarity around your financial life.