In a one-to-one setting, your Selectpath Advisor will customize an innovative financial plan that protects your wealth today and for generations to come.
When you've achieved a high net worth and have multiple investment vehicles with multiple advisors, we can help you devise a consolidated approach. We'll help you simplify your overall investment portfolio and integrate retirement and estate planning, including savings accounts, company retirement plans, stock options and “rainy day” accounts.
We'll identify weaknesses in your current strategies, ensure that you're not duplicating services and recommend alternative approaches to managing your portfolio.
Selectpath will provide you with the specialized service that includes:
- Customized Portfolios managed for tax efficiency.
- Innovative Tax Strategies to minimize current income and estate tax.
- Investment Counselling with access to 12 Private Discretionary Management Firms and direct consultation with money managers.
We will team with other professional advisors, including your chartered accountant (CA), lawyer and stock broker, to make certain that the strategies we recommend work for you.
