The Fuhr-Hughes Team - ScotiaMcLeod Edmonton

By: The Fuhr-hughes Team  09-12-2011
Keywords: Financial Planning, portfolio management, Financial Planning Needs

Our Investment Solutions

Personal Solutions

We will help you assess your whole financial situation through a detailed six step process that will lead to a solution uniquely coordinating the complexities of all your needs. In developing your personalized solution we will assist you with:

  • Comprehensive Financial Review 
  • Customized Investment Selection and Portfolio Management
  • On-going Risk Management
  • Income and Asset Protection
  • Personal Will and Estate Planning
  • Banking and Borrowing Needs

Corporate Solutions

In addition to servicing the individual needs of our clients, we also specialize in the financial planning needs of business owners of all sizes. A six-step process is also used for corporate clients with additional emphasis on:

  • Business Succession (Estate) Planning
  • Individual Pension Plans
  • Funding Buy-Sell Agreements
  • Retirement Compensation Arrangements

Our Investment Strategies

Customized Portfolio Management

Our made to order portfolio solutions are exclusively unique to your long term visions. With the backing of ScotiaMcLeod's top ranked research and Corinne’s expertise we will create a portfolio solution specific to you. These solutions are most often packaged in our fee-based Partnership Plus Program.

  • In a fee-based investment account you are assured that decisions are driven by investment objectives, putting you and your advisory team on the same side of the table.
  • Flexible pricing where the quarterly fee and trade allocations are based on the value of the household assets.
  • Premium on-line package that includes real time quotes, stock alerts and fund transfers.

Managed Portfolios

The Summit Program is ScotiaMcLeod’s premier managed investment program featuring managed portfolios of securities selected by leading money managers.

  • The program is founded on a highly disciplined investment management consulting process that has traditionally been reserved for large-scale institutional or pension fund investors.
  • Leveraging this process and drawing on a dedicated team of leading investment professionals, we will work with you to develop a highly customized strategy, select the best money managers to execute that strategy and provide on-going performance evaluation and reviews.
  • This program is the ideal solution for individuals who do not want to be involved in day to day decision making.

Our Commitment to Clients

Building Strong relationships is the hallmark of our business philosophy, and we want to make your experience with us is a rewarding
one. As with any relationship, it is easier to meet or exceed expectations when both parties make their expectations clear.

Here is what you can expect from us:

  • Learn what your current needs and goals are to help understand your existing situation and holdings.
  • Analyze your circumstances and compare them to your goals.
  • Understand your comfort level around risk and make recommendations based on your tolerance, needs, and goals.
  • Prepare your personalized financial strategy and monitor your plan regularly.
  • Offer cash flow, insurance analysis and comprehensive financial planning services.
  • Provide will and estate planning strategies based on your situation.
  • Help plan for retirement.
  • Provide online access for your accounts.
  • Personalized Tax Reporting Packages and direct correspondence with your accountant if you wish.
  • Set up contact schedules designed to fit your situation and complete annual reviews for your financial plan.
  • Timely, meaningful reporting and communication.
  • Confidentiality.

Keywords: Financial Planning, Financial Planning Needs, portfolio management,

Contact The Fuhr-hughes Team

Email - none provided

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