Our values are the foundation of our approach to money management.
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.
Creating The Profile
Goals & Objective
Craft The Plan
Review & Adjust
Measure & Monitor
Outperform The Market
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?
Total Wealth $
Average Canadian Mutual Fund Investor (2.20% Annual Fee)
LifeLong Asset Management (0.60% Annual Fee + 0.25% ETF Fee)
* 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%)
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.