Personalized support
Gerardo is a dedicated professional that will partner with you to help you reach your goal of living an exceptional life. We will spend our time and energy getting to know you and your family, and develop an understanding what your dreams are for them.
We will make your goals, our goals and not let you forget what needs to be done to make them a reality. Then we can build a customized wealth program just for you. We help build investment portfolios that will allow you to weather the unpredictable nature of the markets.
We will provide you advice on investments and provide personalized retirement planning, estate planning and insurance through our in-house estate and insurance advisors.
For clients who prefer a more hands-off approach, we also offer portfolio management services through National Bank Financial’s turnkey solutions.
Specialities: Personalized advice with a focus on conservative
wealth management strategies for individuals and their
families..
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What Makes Us Different?
Our approach to business starts with YOU. We have a strong desire to help you succeed. That is why we spend the time necessary to understand you and carefully build a conservative wealth management program unique to you and your family.
Our conservative wealth management program incorporates a 4-step approach. The 4-step approach consists in understanding, planning, acting and monitoring in a way that improves your chances of achieving financial success. The process takes our client through an initial meeting with our team, followed by a consultation with our in-house financial planning, tax and estate experts. Once your plan has been implemented, a structured review program is put in place that includes regular financial needs and portfolio assessments.
Who We Do It For?
Our clients are people who understand the value of expert advice to help manage their wealth, and seek our advice to maximize opportunities and minimize risk. Our clients include working and retired investors who have accumulated wealth, small successful business owners, and the principals of publicly traded companies. We serve the friends, family and business partners of our clients – people referred to us by our clients because we have earned their trust and respect. We serve people like you, who have the wisdom to recognize that managing one’s wealth requires a high degree of experience, dedication and commitment.
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