Tailored investment planning, focused on helping you to achieve your family's long term goals
At Bird Moore Advisory Group, our relationship with you is the key to offering you truly tailored wealth strategies. The insight we gain from working with you is the basis on which we design your investment and wealth plan.
By building a trusting and long-lasting relationship with you, we can better help you plan for the long term and manage your wealth successfully for generations to come.
The Bird Moore Advisory Group is a firm believer in a team-based approach. Our complementary strengths allow us to provide our clients with holistic goal based financial solutions. We believe that our team approach enables us to provide a much higher level of service than the traditional advisory model. As a team, we make it a priority to provide greater contact, stability and continuity to help our clients achieve their family's financial goals .
Our Wealth & Investment Planning Process
Dream – It starts with an understanding of your vision.
It starts with an understanding of your vision. Our in-depth discovery meetings will give our team a thorough understanding of you and your vision. We become familiar with not only your finances, but will also explore your needs, visions of success, and your family’s unique circumstances.
Plan – We start with a solid foundation to help you build your wealth.
We start with a solid foundation to help you build your wealth.We will gather all relevant financial information and documentation, so that we can understand the complexities of your financial picture. After thorough review and analysis, we prepare a comprehensive financial plan to use as a road map to guide us to your goals. Together we will help you define your specific goals and objectives, establish priorities and set time frames for making progress towards them.
We structure our recommendations based on your unique priorities.
• Investment Planning • Tax and Estate Strategies • Risk Tolerance
• Cash Flow Planning • Retirement Planning • Charitable Giving
• Liquidity • College Funding • Performance Objectives
• Asset Allocation • Diversification
Track – Ongoing Collaboration.
We are proactive in our approach and regular contact helps us ensure that your wealth and investment plan reflects changes in your life vision and your evolving priorities. We will follow up with you on an ongoing basis, so that you can be up-to-date and informed about changes in the financial world that could affect you, your family, or your future.
Branch Office: (250) 470-3010
Branch Fax: (250) 470-3015
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.