Together we will build you a tailored financial plan.
When you sit down with one of our financial advisors we will ensure that you:
- Gain a clear understanding of your current financial situation
- Provide you with a comprehensive overview of your investment opportunities and how they may fit into your financial plan
- Professional guidance when setting your personal financial goals
- An outline of the strategies discussed to serve as the roadmap for your financial journey
This financial plan can include some or all of the following strategies.
My Wealth Portal
My Wealth Portal is an all-in-one personal wealth solution that helps you stay on top of every aspect of your financial world – all from the comfort of your smartphone.
How it works is simple: you securely connect all of your financial accounts to the My Wealth Portal app, giving you a clear overview of your entire financial world at the touch of a button.
My Wealth Portal can also help you:
- Keep track of your receipts for tax time
- Generate a legally binding will using your portal information
- Set and stick to clear financial goals
- Keep your financial advisor and/or accountant in the loop
- Sign urgent documents without having to use a scanner
Managing your financial world and growing your wealth is easy with My Wealth Portal.