Your Dedicated Wealth and Investment Team
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.
Dane has spent his career helping individuals, families and businesses protect and grow the wealth they've worked so hard to achieve. His expertise lies in investment research, stock selection, asset allocation and wealth planning. He is dedicated to providing all-encompassing wealth and estate-planning strategies to his clients, and can offer them insurance and annuity-based solutions when beneficial. Dane services clients primarily throughout the Okanagan and Kootenay area and is also licensed across BC, Alberta, Ontario, Saskatchewan and Arizona.
Our Wealth & Investment Planning Process
We believe your unique vision should guide your wealth and investment plan. Our ongoing process helps us meet your unique needs as they change over time. We stay close to you and your life so that we are in tune with changes in your financial circumstances, investment goals, personal situation and vision for the future.
Dream - 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 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 Planning • 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 are up-to-date and informed about changes in the financial world that could affect you, your family, or your future.
Toll Free: (888) 299-2111
Fax: (250) 470-3015
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.