We believe that true success in wealth management takes into account all facets of someone's financial situation. From saving for retirement and caring for aging parents to minimizing taxes, business succession planning and of course, investment management, everyone has unique and often complex needs.
Our first step is always to get to know you, your family, and what's important for you when it comes to your wealth management objectives. Through this discovery process, we create a personalized, long-term financial plan to address your individual needs. From there we implement, manage and when necessary, adapt your plan to ensure we stay on track to achieve your financial goals.
Our clients work with us for three key reasons:
Insight: Reaching your financial goals is a complex process and can be overwhelming. We know how to help you achieve them. Clients of The Shimkovitz Group benefit from the strategic insight and depth of knowledge gained from over 23 years of wealth management experience. We take the time to understand each client’s needs and goals, while pointing out some of life's pitfalls that should be addressed. We then develop and implement a clearly defined plan that only true insight can bring.
Integrity: We believe that trust, transparency and high ethical standards must be at the core of a successful relationship. Our clients know we always put their interests first, treating their investments as if they were our own. They can count on us to bring forward strong insights and smart strategies but most importantly they can count on our honesty and integrity.
Independence: Achieving your financial goals brings security and freedom. At Raymond James independence is at our core. In fact our tag line is, “Your business, your way”. As advisors with Canada’s largest independent investment firm, The Shimkovitz Group holds in very high regard the freedom to always select the right products and services for each client, without ever any outside pressure to do otherwise. By creating a smart, long-term strategy and managing it effectively, we help clients achieve their vision of financial success and independence.