Since 1998, we have created financial plans and portfolios to meet your long-term goals. Have questions about investments, taxes, retirement, and/or estate planning ? As seasoned and credentialed professionals can help you navigtate your journey so that you can live an inspired and gratifying life, free from economic uncertainty.
We start by clarifying our fee structure and explaining the different ways we can help in general terms. However, our best work arises exclusively from a candid discussion about YOUR values, YOUR money behaviour, and YOUR comittment to financial atonomy.
Our strategy partners are comprised of fully licenced and credentialed professionals with specialties in finance, investment, risk and tax/estate planning. What YOU will intuitively sense is an uncompromised commitment to YOUR goals. You can count on unbiased recommendations and impartial guidance.
Understanding YOU! This is at the epicentre for your financial advancement.
100's of cases have taught us our greatest value to our clients is helping them align their core values with their financial objectives so that they may live their life according to their highest purpose.
Financial Planning is a contact sport. Knowing where the "puck" is going to be and staying ahead of the play is critical. Knowing when and how to pivot is experience based. Environments change, focus shouldn't.
The financial universe is frought with complexity. Taking the complex and making it simple is what we do. Equally important is sheltering you from the "noise" in a very busy product ecosystem. Success is based on your discipline, our resources, and adherence to a solid gameplan.
Constructors of intelligent, personalized portfolio's using Nobel Prize winning investment strategy. Employing front edge technology and the efficiency of ETF's, we can charge a fraction of traditional advisor fees, putting your money to work like the world's smartest investors.
It is the day when astute advisors maintain deep relationships with sub-specialties within the Investment field and how to bring the full force of those offerings to the client experience. As the World's FIRST global, actively managed Exchange traded fund platform, Forstrong is tidily positioned to support future ready progressive financial advisors to deliver world-class portfolio management at a cost significantly less than traditional investment funds.
Connor, Clark & Lunn Financial Group Ltd. provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors.
With roots dating back to 1982, the firm has grown to become one of Canada’s largest privately owned asset management firms. The affiliate teams collectively manage approximately $74 billion in assets from offices located across Canada and in New York, Chicago and London. As a multi-boutique asset management firm, we provide a broad range of distinct and independently managed traditional and alternative investment products and services to individual and institutional investors alike.
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