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Confident Investor

Do you wish to delegate investment decisions to a trusted advisor who has the experience and resources to manage investments in your best interest ensuring decisions are in line with your goals? 

We are here to help you pursue your financial goals and free up time. This service is best for clients who only seek investment services through a fee-based investment account. 


We are here to help you pursue your financial goals and free up time. This service is best for clients who only seek investment services through a fee-based investment account. 

What do you get?

  • Review of Investment Goals 
  • Custom Built Portfolio 
  • Annual investment Review

What do you pay? 

  • Annual Asset Management Fee

Why do we do this?

Independent financial advisors have flexibility in the investments they provide helping you customize a plan to meet your unique needs.
We will regularly monitor the ongoing progress toward your individual goals and, if your financial circumstances change, we’ll be ready to
suggest changes to your investment strategy. Your investment team also includes an investment platform, portfolio strategists and a
custodian that all play important roles in helping your advisor focus on what’s most important: you and your financial well-being.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
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Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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