When the total amount of your family assets exceeds $1,000,000, an Advisory Manager1 comes into play. This is the financial expert assigned to your portfolio who will help you set your short-, medium- and long-term goals, and identify the best ways to reach them.
Together with your Advisor, the Advisory Manager will find the best investments make the best choices for you, in terms of your investments as well as the tax or legal strategies used.
Here is an overview of our team of Advisory Managers.
1 Registered with Professionals’ Financial – Private Management Inc.