The Fuhr-Hughes Team - ScotiaMcLeod Edmonton
The Fuhr-hughes Team
Financial Planning, portfolio management, Financial Planning Needs
Our Investment 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
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 Corinnes 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.
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The Summit Program is ScotiaMcLeods premier managed investment
program featuring managed portfolios of securities selected by leading
- 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.
, Financial Planning Needs
, portfolio management
Contact The Fuhr-hughes Team
Email - none provided
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