When it comes to managing your wealth, it’s important to consider the value you are currently getting from your current advisor. If you feel that you currently paying too much to get too little, you are not alone. According to the 2023 EY Global Wealth Research Report, 45% of Canadians are looking to switch or add providers to help them manage their money more effectively.
It’s understandable why Canadians are reevaluating who handles their wealth: high fees for proprietary products, subpar diversification and performance, a lack of a holistic financial plan…. In our expert opinion, you have every right to expect more.
Benefits of switching financial advisors
Perhaps you have reached a new junction in your professional life. Or it’s time to wind down your activities and think about retirement. Or perhaps you’re not sure you have the right plan in place or simply need a second opinion to feel secure about how your wealth can provide a comfortable life, now and for a long time.
Sometimes a fresh start is all you need to gain clarity, pay less, and get way more in return, such as a comprehensive plan focused on what you can control, that guides you towards reaching your ultimate objectives while minimizing costs.
What to look for in a new financial advisor
Feeling unsure about where to start? A good financial advisor should offer a hassle-free journey guided by experts that’s surprisingly easy and designed to deliver maximum value.
That’s exactly what teaming up with the Parkyn—Doyon La Rochelle team offers. We’ll walk you through every step with open ears and an attention to details. As a result, you’ll feel confident knowing you have a personalized plan in place, and your investments are actively working towards your dreams.
Steps involved in becoming a Parkyn—Doyon La Rochelle client
Becoming a Parkyn—Doyon La Rochelle client is easy and stress-free. Here’s our 4-step process, during which we do all of the heavy lifting:
- The Discovery Meeting: Understanding Your Vision
The first step is a relaxed discovery meeting. This is your chance to share your financial goals, aspirations, and concerns. We will actively listen and then ask questions to gain a comprehensive understanding of your unique situation. This includes your current financial standing, risk tolerance, and long-term vision.
It’s also a chance to learn more about our team, along with our evidence-based investment philosophy and approach to safekeeping your assets.
- Crafting Your Personalized Plan: Tailored Solutions
Based on the discovery meeting, we will propose a customized financial plan. This plan outlines a clear roadmap encompassing investment strategies, risk management approaches, and potential tax optimization strategies. Everything is designed to align with your specific goals, whether it’s planning for retirement, saving for a child’s education, or building wealth for a comfortable future.
- Transferring Funds: Seamless Transition
Once you’re comfortable with the proposed plan, and decide to join us, we will initiate the transfer of funds. We know how to handle this process efficiently and will work with your current financial institutions to facilitate the secure transfer of your assets. If there are financial or tax implications related to the transfer, we will explain the choices in plain language and suggest the best way forward, with your best interests at heart.
- Regular Review Meetings: Staying on Track
Your journey with us doesn’t end with the initial plan. Regular review meetings are an essential part of the process. These meetings provide an opportunity to discuss any changes in your financial situation and adjust the plan accordingly to ensure you remain on track towards your goals. We optimize the frequency of these meetings to keep you fully in the loop without draining your time.
Throughout this process, you can expect clear communication and transparency. We will be readily available to answer your questions, address concerns, and provide ongoing guidance.
Why Choose the Parkyn Doyon La Rochelle Team?
Partnering with us offers several key benefits:
- Financial expertise:
You gain access to a team of experienced professionals with a deep understanding of financial markets, investment strategies, tax and retirement planning as well as charitable giving.
- Conflict-free advice:
We use a straightforward, independent fee-based model to ensure you always get balanced advice that’s free from bank or brokerage affiliations.
- Tailored comprehensive plans:
We offer holistic wealth management services to optimize all aspects of your financial life. This includes portfolio management, financial and tax planning, and inter-generational wealth planning.
- Personalized approach:
Your financial plan is tailored to your unique needs and goals, ensuring a strategy that truly reflects your vision. If your circumstances change, we adapt your plan to ensure it continues to deliver maximum value.
- Ongoing support:
You have a dedicated wealth management team by your side, providing continuous guidance and support throughout your financial journey.
- Peace of mind:
Knowing your financial future is in the hands of experienced, unbiased professionals allows you to focus on what truly matters.
Working with an experienced financial advisor should be a smooth and enriching experience. If you’re not satisfied with the financial advice and guidance you’re currently receiving, remember that it’s easier than ever to switch. Come see how much value you can get from a fresh start with the Parkyn—Doyon La Rochelle team.
Let’s start building your financial future today.
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