At Ernest Maude we favour a holistic approach to financial planning, a progressive, all-inclusive treatment of our clients’ financial situation, both now and into the future.
- All aspects of your finances, goals, lifestyle and ideals are brought together at once and analyzed as a whole, giving your aspirations “the bigger picture” they deserve.
- Preliminary advisory process and fact-finding stage
- Strategy recommendation with inclusive goals for wealth creation, debt management, taxation plans, estate planning and risk
- Meetings and reviews afford informed decisions and choices for our clients so the final plan meshes seamlessly with your principles and values
- Ongoing monitoring and review, including periodic portfolio value assessment reports, workshops and seminars, portfolio review meetings and strategy sessions, and end-of-year pre-taxation strategy and planning sessions
Holistic advice geared towards growth, security and peace of mind