Investment Planning
Its more than just buying and selling investments but coordinating those assets with your life goals!
Throughout our conversations and planning, your comfort level in riding the market ups and downs will become apparent. We will work with you to appropriately allocate your funds so that you maintain financial comfort and funds are available when you need them.
Lainymar Wealth Group has developed relationships with a selection of Canada’s finest Portfolio Managers, providing you with ease of access to all publicly traded investment markets.
We recommend the right portfolio manager and targeted investment solution for you, and remain an active partner in that equation, quarterbacking the administration of setting up your accounts, transferring assets, and establishing your new portfolio.
We don’t outsource your portfolio to a team of Professional Money Managers and stand back; we personally follow our clients’ portfolio and regularly discuss updates and refinements with the portfolio management team.
On your behalf, we collaborate regularly with the experts to stay apprised of ever- changing economic trends, market expectations, and management trading rationale.
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