Wealth Planning

We Build Your Wealth Plan Around Your Goals, Not Around Financial Products

 

Based on You, not financial products

Often, people come to us with investment products and no direction. Investment products are designed to deliver specific financial results. If you don't have the right products in the right combination and allocation, you can't get the results you need.

Our core belief is that a Wealth Plan is driven by client needs and not products. In fact, the Porter Zylstra Wealth Management Group is "product neutral" - we only recommend investment products that match client needs.

 

CLIENT NEEDS / GOALS	FINANCIAL PRODUCTS	INVEST IN	DELIVERS	ADVANTAGES / DISADVANTAGES
Immediate	Cash	Treasury bills, money markets	Purchasing power	Liquidity, does not grow/Loses value over time
Immediate	Fixed income	GICs, bonds, debt instruments, annuities	Income	Guaranteed/Taxed at a higher rate
Longer-term	Equities	Stocks	Capital gains	Potential for higher returns over longer-term / Risky in short term
Diversification	Alternative investments	Real estate, private equity, hedging strategies	Increased diversification	Unique investments for Richardson Wealth clients/ For accredited investors

 

Please contact us to book an initial telephone conversation to discuss the next steps.

 

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