Private Client Advisory Services
Private Client Advisory Services
The Cork Brazeau Group builds a partnership with you by providing strategic solutions that meet your specific needs and goals. We are committed to maintaining the highest level of industry standards and delivering exceptional service. We believe in life long learning through continued education, as this prepares us to provide appropriate and timely recommendations best suited to your evolving needs. Together with our team of banking, estate planning and insurance experts across the Scotiabank Group, we help you achieve peace of mind through ongoing trusted advice and personalized solutions.To take care of your financial well being, we will:
- Learn what your current needs, abilities and goals are.
- Help you understand your existing situation and holdings.
- Analyze your current circumstances and compare them to your goals.
- Prepare a personalized Financial Plan based on your unique goals.
- Understand your comfort level around risk.
- Prepare a personalized Investment Policy Statement based on your financial plan and tolerance for risk.
- Implement your personalized financial strategy using Institutional Money Management.
- Utilize a third party Pension Consultant to scrutinize your money managers.
- Monitor your plan regularly to ensure it stays on strategy.
To keep you well informed, we will:
- Review your Financial Plan with you annually.
- Review your Investment Policy Statement with you annually.
- Review your accounts and rebalance your portfolio on a quarterly basis.
- Provide you with Quarterly Performance and Portfolio Summaries.
- Provide you with market commentary from Northern Trust Global Advisors.
- Provide you with year-end tax reports.
- Provide you with Annual Fee Summaries.
- Send you account statements and trade confirmations.
- Always be available to answer your questions.