What is a Wealth Consultant?A firm that offers a process towards successful investing not just products. It acts as a personal CFO to those with wealth who have accumulated assets but do not spend the time or energy to seek out and assess the numerous financial opportunities available. A wealth consultant works with a team of best-in-field professionals to oversee and manage the best investment strategy that fits the clients risk profile and goals.
A wealth consultant provides unbiased advice and objectivity and is a valuable resource with a mission of helping clients pursue and achieve their financial dreams while overseeing the integration and coordination of both the client’s existing team of professionals with those of the wealth consultant.
Do you need a Wealth Consultant?
Most successful businessmen and professionals have covered the basics of financial planning. You likely have a will, an RSP and purchased life insurance at some point. Along the way various individuals sold you products, but no one person took on the role of Quarterback, leaving you with a non-integrated plan. If you desire a more “customized” financial approach then you should consider a wealth consultant. Our self-assessment questionnaire can help you identify and assess the needs of your business and your family.
Benefits of a Wealth Consultant
- Integrated and coordinated approach to financial planning
- Customized planning
- Team of dedicated professionals working together
- Access to best-in-class opportunities