Going beyond the financial picture
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
With over 27 years of combined experience in the investment and wealth management industry in Saskatchewan, we are passionate about discovering what is truly important to our clients and helping them fulfill their goals. We go beyond the typical investment conversation to deliver solutions tailored to your specific needs and wealth priorities. Our team's resources are designed around your personalized wealth plan, and they evolve with you as you move throughout various stages in your life. At Jungwirth & Associates, we have developed a strategic process that we guide our clients through to ensure your wealth plan is fulfilled to its best potential. This includes client-first discovery, an integrated wealth management solution, implementation of the solution, and continued active monitoring of your wealth plan and portfolio.
Client- First Discovery
The most important part of what we do and why we do it is driven by you. Putting a focus on communication and mutual trust is something we pride ourselves on. We utilize a proprietary behavioural finance and wealth priority tool upon first meeting you, to better understand who you are as an investor and your wealth priorities. You may even find out more about yourself and uncover biases you didn't know were there. This lays the foundation so we can begin building your wealth plan in a way that is meaningful and important to you. Your priorities and goals are at the center of the conversations.
Integrated Wealth Management Solution
Whatever the uncertainty or stress is around managing your wealth, we can help you to achieve your goals in a measurable way. We create a customized wealth and retirement plan that is meant to protect you, your family, and your financial future. Every step of the way, we endeavor to ensure our team's approach is getting you to the next step in a way that is comfortable. More than two decades of working with clients has allowed Rob and the team to hone in on creating balanced, risk-managed, tax-efficient strategies that can be utilized in your wealth plan. Depending on your needs and priorities, we'll introduce you to TD specialists who have expertise across the wealth spectrum- tax planning, estate planning, will reviews, specialized banking services, and more.
We carry out the implementation of your chosen solutions, having ensured the solutions align with your wealth plan. Open architecture is an integral part of our investment management process, and as your needs evolve over time, the services and solutions we offer will evolve as well. Because we are not tied to any particular set of solutions, strategies, or financial vehicles, we believe that our advice is unbiased and in your best interest. We strive to provide the tools and strategies necessary to give you the independence and power to control your wealth, on your terms.
We are a holistic wealth management team. Wealth plans are not one-and-done; they continuously change depending on personal, economic, and other factors. We are here to help you evolve your investment and wealth plan as needed and take on your next priority; whether it be looking at tax – efficient strategies or leaving a legacy.
The Jungwirth & Associates Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.