WEALTH MANAGEMENT PROCESS

Having a well executed plan in place is only the beginning. The way it responds and adapts to the ever-changing market and your dynamic needs is where its true value lies. Your portfolio manager therefore actively manages your portfolio, making investment decisions across and within asset classes, rebalancing positions to ensure alignment to your strategy in all market cycles, identifying opportunities to harvest gains and losses to maximize total after-tax performance, identifying potential strategy implications of regulatory or tax policy changes, and regularly revisiting your goals, requirements and personal circumstances. By remaining engaged with you and your advisors, we can proactively address your evolving needs and recommend new ideas to add value.

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