What is wealth management?

Wealth management is a service intended for persons (private individuals, associations, and businesses) seeking professional assistance to manage their financial portfolios. 

It is essential to meet with a professional who takes the time to get to know you, understand your needs and talk to you about your personal goals, so you can choose the right wealth management for you. The purpose of this meeting is first and foremost to give you an opportunity to talk with your financial professional about your portfolio, so he/she can make a sound diagnosis. The next step is to set realistic objectives and figure out the best way to achieve them.

In this respect, your wealth manager will become your primary contact for all portfolio and financial questions. He/she tracks performance daily and helps you see the big picture when it comes to important questions you might have about strategy, taxes, retirement planning, inheritance, etc.

In addition to seeking short-term returns, which is not always the most relevant indicator, working with your wealth manager allows you to delegate the management of your portfolio to a financial markets professional. Your portfolio is based on risk management criteria and always stays focused on your long term objectives. If properly implemented, this solution will allow you to navigate the stock market cycles with greater peace of mind!

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