Our Approach.

Our values are the foundation of our approach to money management.

Integrated Planning

 
 
 
 
 
 

Understanding the client's situation at the moment, formulating tasks and goals, developing a road map - this is what we call proper planning. We regularly review and evaluate these factors in order to correct them if necessary.

STEP 1

 
 
 
 

Creating The Profile

  • Net Worth

  • Current Situation

  • Goals & Objective

  • Income Needs

  • Financial Structure

STEP 2

 
 
 
 

Craft The Plan

  • Retirement Planning

  • Tax Planning 

  • Insurance Planning

  • Business Planning

  • Investment Management

STEP 3

 
 
 
 

Review & Adjust

  • Implement Strategy

  • Measure & Monitor

  • Make Adjustment

  • Outperform The Market

  • Build Wealth

TRUST & TRANSPARENCE

The fee-based service we offer are in the interests of our clients... You.

INVESTING BESIDE YOU

Just like our clients, we ourselves invest in what we recommend is the best money making opportunities.

COMMUNICATION & REPORTING

We are always ready to help you and keep you informed along the journey.

INNOVATION & PERFORMANCE

One of our main principles in our work,  is the desire to constantly seek and find new opportunities for our clients, to improve.

The impact of fees on your investment portfolio

 
 

To see just how important fees can be, consider an investor with $10,000. A LifeLong client would pay a low, annual management fee of 0.50%, plus (on average) an additional 0.25% in ETF management fees. A typical mutual fund charges 2.20%. What would you do with the extra money?

600,000$

500,000$

400,000$

300,000$

200,000$

100,000$

You Save

$2,584

You Save

$11,154

You Save

$36,158

You Save

$104,311

You Save

$282,447

Total Wealth $

10 YEARS

20 YEARS

30 YEARS

40 YEARS

50 YEARS

Average Canadian Mutual Fund Investor (2.20% Annual Fee)

LifeLong Asset Management (0.60% Annual Fee + 0.25% ETF Fee)

 
Our-Approach-LifeLong-Asset-Management-R

* Both calculations assume $10,000 investment in a taxable account with a gross return of 18% and $0 annual contribution.  Average Canadian Mutual Fund Investor fee is 2.20% (Source: Investor Economics and Strategic Insight: The Investments Funds Institute of Canada May 2015) and LifeLong Investor is 0.75% (LifeLong fee of 0.60% and average ETF management fee of 0.25%)

Investment Philosophy

 

We have pushed the boundaries of the traditional approach to also take into account all aspects of your financial condition at the moment, understanding how they work together to reduce taxes and increase return on investment.

Start Your Journey With Us​​