What matters most to you – and what brings you here?
Did you sell your business and are now looking for professional wealth management?
Has your portfolio grown to the size where you are now uncomfortable managing it by yourself?
Perhaps you are looking for tax-effective strategies to pass on your wealth to loved ones.
Or maybe you have investments with various firms and no clear strategy that connects them to your financial goals.
Our team works closely with individuals and organizations who are seeking professional, unbiased, investment and wealth management advice. Every client is unique and has specific financial, personal and emotional characteristics. Each of these are factored into the comprehensive plan we create.
Our focus at Ewald, Yanke and Associates Wealth Management is to act as trusted stewards of your wealth and to help guide you through the complex opportunities and challenges money can bring.
Please use this website to learn more about our team and how we can assist you.
We Are Here To Help You
We believe you will benefit from working with us.
Below are 5 reasons why:·
Goals - Based Wealth Management·
Pension - Like Portfolio Design·
Discretionary, Fee - Based Money Management·
Personalized Portfolio Asset Allocation·
Deeply Talented Team
Goals - Based Wealth Management
As longtime practitioners of Goals-Based Wealth Management, we focus on what matters to you.
We begin each relationship with TD Wealth's Discovery process and spend a great deal of time understanding you, your family, and your unique needs and objectives. It is all about listening.
We work with your other trusted accounting, tax and legal professionals to create a plan designed specifically for you.
The plan we create is unique to your goals and objectives and covers 10 Wealth Considerations which make up the following 4 Wealth Pillars.
Pension-Like Portfolio Design
Pension funds take a long-term view of money management and diversify into several asset classes.
We do too.
Market volatility is inevitable. However, our portfolio is designed to help grow assets responsibly in up markets, while aiming to provide improved downside protection during challenging markets.
Gone are the days where the traditional 60/40 portfolio will continue to be effective. We think about new ways to manage your money for today and the future.Click here to enlarge
We manage money using a combination of strategic and tactical decisions.
Strategically, the portfolio is diversified into several asset classes and geographical locations. The asset classes include public and private equity, public and private debt, hard assets and alternative assets. Geographically, we allocate money to Canada, the US, Europe, Asia and Emerging Markets.
Tactically, we monitor and, when deemed appropriate, change the portfolio's geographical weightings, asset class weightings, investment constituents or foreign exchange hedges to capitalize on market, sector or company corrections.
For clients with low liquidity needs we take advantage of illiquidity premiums by allocating a portion of the portfolio to alternative investments such as private debt, equity and real estate – just like pension funds do.
Discretionary, Fee-Based Money Management
Mark Ewald and Dan Yanke are Portfolio Managers.
The Portfolio Manager designation is one of the highest credentials an investment professional can achieve in Canada. It is recognized by securities regulators and represents years of advanced education and extensive experience advising clients and managing investment portfolios.
TD Wealth Private Investment Advice Portfolio Managers are held to high standards. They must not only hold industry-specific credentials, but also meet TD Wealth's stringent qualifications.
As portfolio managers Mark and Dan are permitted to run client portfolios on a discretionary basis.
We do not receive compensation from anyone other than our clients.
We believe our existing clients know that we always recommend only investments we believe are the best for them; with the fee-based platform we want our new clients to feel comfortable that we have absolutely no biases when building our model portfolio.
Personalized Portfolio Asset Allocation
The asset allocation we recommend for you is methodically devised and driven by your goals, time frame and risk tolerance - not by short-term market conditions.
Depending on your stage in life you may be focusing on growing your wealth, protecting your wealth, or transferring your wealth; we align your portfolio to your current objectives and adjust it as your objectives change.
Deeply Talented Team
Our team members have educational backgrounds in accounting, tax, financial planning, economics, business, and math.
That foundation in education, combined with years of practical experience and continuing education, allows us to provide value-added advice to our clients.
Building a large team of professionals and limiting the number of clients we serve allows us time to be patient when explaining concepts or ideas to our clients. It also allows us to be responsive.
Our team member's ages cover 4 different decades which ensures that we can not only relate to members of all demographic groups but ensures a great continuity of service to our clients for years to come.