- T: 905-305-7536
- T: 416 895 2332
- E: info@finantech.ca
Wealth management is the consultative process of addressing the needs of affluent clients. A wealth management advisor discovers information about the client and tailors a strategy using appropriate financial products and services.
The process of wealth management goes beyond investment advice. It involves the expertise and experience of a high-level manager that oversees and coordinates the services needed to manage the client's money. With effective wealth management, clients will sustain and grow their long-term wealth.
In addition to the expertise brought by the wealth manager, wealth management benefits clients by taking away the stress and time pressure of managing investments themselves. Without the help of a wealth management service, clients have to put in a significant amount of time and effort - time that could be focused elsewhere in the client's life. Choosing to utilize a wealth management service will involve a full evaluation of a client's current and future financial state. This process instills confidence in their ability to reach proposed financial goals and objectives, something that may not have been possible without proper management.
At Finantech, we understand that no two people have the same goals. We meet our clients with no preconceptions about what strategies or tools will work best. We strive to understand the client's situation and identify what is significant to the individual. We want our clients to have the peace of mind that comes with knowing their financial wellbeing is in safe hands.
Finantech offers a broad range of personalised services to help at all phases of a client's financial life:
