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The Financial Planning Process
Our approach to growing, protecting and managing your money is different. Our continuous three step process of discovery, development, and direction encompass all of the facets of your wealth plan. We believe that this approach helps achieve long term performance and increases your financial well being.
With our program you will:
- Stay focused on your goals
- Access a proficient team of experts
- Receive in-depth consistent analysis
- Receive 2nd opinions on your investments
- Be provided with personalized wealth strategies
- Work with competent money or portfolio managers
We provide access to a wide range of investments; Canadian and international equity mutual funds*, Candian and Foreign Bond funds, and much more. Your portfolio is always diligently reviewed and selected with your specific goals and risk tolerance in mind.
Every investments managment company can offer either monthly or quarterly statements but many won't include your personalized rate of return. With Credential Asset Management Inc. your quarterly statement will include a 1 year rate of return and a rate of return since inception. We've created the plan together and we believe that watching it grow together is important too.
Explaining the Process
Without a doubt, the most crucial step is providing a Wealth Management solution that works for you. Learning as much as we can about your finances, goals, family values and expectations sets the foundation for financial success and represents our absolute strength. At Frontline, we rely greatly on the relationships we develop with our members to provide superior service and a customized plan. By developing this trust filled relationship we can help you prioritize your financial needs and create the plan that sets a course for your financial well being.
- Explore expectations
- Discover your financial goals
- Access your needs (present and future)
- Understand your risk tolerance
Once we've uncovered your expectations, goals and specific financial needs, developing the plan is easy. Investment options are endless and completely performance driven. Not only will they be the best investments for you, they're also the best possible investments, period. Furthermore, and thanks to our long list of resources and expertise, your plan is thorough and comprehensive. You'll benefit from the hands on service you would expect from Frontline and thanks to our in house experts and our relationships with experts in a variety of areas, they will help ensure you are well taken care of.
A few of the many benefits to Wealth Management with Credential Asset Management at Frontline:
- Access to over 4000 mutual funds
- Retirement planning
- Inter-generational Wealth Transfer Strategies
- Expert resources for all your needs
Continued guidance and the ability to remain nimble with the developed plan are crucial for the plan's long term success. As external factors change, so do your financial needs and your plan and strategies as well. In order to achieve the goals set out for your financial well being, our team will proactively adjust your plan and see that the goals are met.
A good financial plan is not eternal, which is why we periodically review, revise and renew your financial plan. This ongoing process is to ensure that we at Frontline can optimize your financial wealth and allocate resources to new and developing priorities.