Confidence is knowing you've weighed all the options.
There are so many options now for your retirement, whether it’s tax or investing or saving, that it can be difficult to find the time to sort through it all.
As retirement specialists, we provide a plan and a process, not only to help manage your wealth efficiently, but also to help you make decisions confidently. We ensure that all the pieces are put in place so that you can retire on schedule, sell your business, or buy that vacation property you’ve dreamed about.
It’s our belief that with shared experience, you can provide stronger, more personalized advice. We work well with our clients because we understand their lifestyles and we provide the level of accessibility that’s expected in rural Ontario communities.
Stephen Duquette, CIM, FCSI
Portfolio Manager
What You Need to Knowabout Our Approach
Our wealth management practice offers a number of unique features through which our clients have appreciated and benefited from:
Transparency
Our fees are simple and clear. We are always up front about the cost of our service, and through our fee-based structure we can offer objective advice that is aligned with your interests.
Accessibility
We’re local. We’re easy to find, easy to reach and we always take the time to ensure you’re fully informed.
Advanced Risk Management
Many of our clients are in retirement or planning for it. That’s why we’ve designed a disciplined investment process that incorporates proven, time-tested, market- and company-specific research and analysis in order to mitigate market risk.
Access to Private Equity Platform
As part of Designed Securities Ltd, our clients have access to private equity options that are traditionally available only to institutional investors, which can allow for greater asset class diversification, risk management and growth opportunity.
Specialists
Your wealth is multi-faceted and so is our approach. We have a network of specialists that allow us to provide comprehensive advice, and, when necessary, we also work with your lawyer and accountant to make sure it's properly implemented.
Roadmap
We take a project management approach to wealth planning. We bring clarity to your goals, and help you understand how you’re going to reach your short- and long-term objectives.
Experience
Knowing the questions to ask, where to look to find opportunity, how to avoid the pitfalls — all of this comes through experience. We've been working with business owners, professionals and families for almost 20 years.
Portfolio Management
Stephen Duquette is a licensed Portfolio Manager. This title comes with a number of advantages for our clients, including a level of assurance that our actions are always in the best interest of our clients. It also represents a level of education and experience that few advisors in the industry are able to reach.
Our Clients Require Specialized Retirement Advice
Business and Farm Owners
Between questions around tax, valuation, retirement cash flow, it can be difficult to get any clarity around your retirement without a detailed roadmap. Our resources and specialist network allow us to provide exactly that.
Physicians and Pharmacists
When your focus is on your practice, it can be difficult to ensure you're taking all the necessary steps to prepare for your retirement. This is where we provide guidance.
Retirees
Once you retire, you have different cash flow challenges, new preservation goals, changes in lifestyle and an altogether distinct financial profile. We help retirees achieve stability and clarity with their wealth.