Feeling Uncertain?

So much financial information. So many choices.
Are you concerned about making the wrong decisions? Or not making any decisions?

You are not alone!
What is even more confusing is that the info from various reputable sources is often conflicting.

How do you Navigate this Ocean of Financial Choices?

Go it alone?

• It is often difficult to be objective with one's own situation. This is why the most successful and wealthy usually have advisors. Just one idea or suggestion by an advisor can save you thousands of dollars.
• You may not have the inclination or resources to do a proper review of your financial situation. Meanwhile, you are missing out on opportunuities. 

Go to a financial institution?

• Staff rollover makes it difficult for them to get to know your situation well. This affects their ability to provide personalized consistent advice. 
• There is the sense that the institution's interests come first. Their primary role is to sell the institution's products and, to put it in their terms, "get the greatest share of your wallet".
• The institutions, and particularly the Banks, place tremendous pressure on their advisors to achieve production quotas. This affects their ability to provide unbiased advice not tied to product sales.

Is there Another Option?

Work with an independendent Certified Financial Planner® professional like myself 
- Use a financial planning process

• You get independent, objective financial advice that places your interests first.
• You will have greater confidence in achieving your destination and feel more in control of your financial situation. This brings greater clarity and peace of mind.
• The process enables me to create a financial blueprint for your personal situation that serves as a guide for your important decisions. 

  The Customized Financial Plan

• Your financial info and projections are consolidated in one report so that you have a clear picture of your overall financial situation, now and going forward.
• You are provide with clearly articulated recommendations and an Action Plan to gradually meet your objectives over time.
• The improvement in your financial position is clearly displayed so that you see the positive effects of your decisions.
• The Plan is continually updated to help navigate the changes in your life and take advantage of opportunities.

Why Use My Services?

• You will have great difficulty in finding another comparable professional who can match the degree of care, thoroughness and comprehensiveness in services provided. I can provide testimonials.
• I take the time, through our conversations and information collection and review, to truly understand all aspects of your situation. This allows me to tailor a plan that is right for you.
• As an advisor with an independent conservative boutique firm that has no ties to any financial institution, I am in a position to provide objective quality advice and services centered on your best interests.
• You are provided with the opportunity to consolidate all your financial information and assets by using my comprehensive financial services.  

Why Portfolio Strategies?

• Portfolio Strategies is a member of the MFDA Canadian Investor Protection Corporation.
• Portfolio Strategies does not pressure its advisors to achieve quotas at the expense of their clients.
• Advisors are free to recommend the best and most suitable investments available from a great variety of investment firms, including the major banks.
• The collective pool of knowledge and tools provides advisors with diverse resources to serve their clients.
• As a major boutique firm, Portfolio Strategies provides clients with the flexibility they require. 
  
  
  

All mutual funds and approved exempt securities are provided by Portfolio Strategies Corporation. All other products and services are provided by Brian Lepicq.