INVESTMENTS
PROCESS
All of our client portfolios are fully customizable. As an independent firm, we apply a rigorous series of steps to ensure a robust investment strategy that meets client objectives with a strong focus on risk management, yielding peace of mind.
Our process begins with an open conversation about our clients’ goals and objectives. Common objectives we see include retirement planning, small business corporate tax planning, and preservation of wealth.
From there, we consult with our partners in the investment community to identify appropriate products based on client goals.
We consider a variety of factors when developing an investment proposal. Some of these factors include: investment composition, historical performance and volatility in comparison to competitors, asset manager track record, and risk-adjusted return ratios. We also consider the impacts of inflationary pressures, interest rate adjustments, geopolitical events, economic policy, and changes to Canadian tax law. Our goal is to help our clients connect their goals with appropriate product and investment strategies.
PRODUCTS
We make use of professionally managed investment products through reputable asset managers with strong records of consistent performance. We offer a fully open product shelf that integrates a combination of the following types of investments:
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Exchange-Traded Funds (ETFs);
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Mutual Funds;
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Mortgage Investment Corporations (MICs);
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Private Real Estate Investment Trusts (REITs);
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Hedge Funds;
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Private Equity Funds;
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Private Credit Funds.
We believe that client education is foundational to a strong advisory relationship. Therefore, we ensure that our clients are equipped with the information and knowledge required for responsible, thoughtful decision-making.
PLANNING
As part of our methodical and rigorous approach to investment planning, we incorporate elements of financial planning services. Some questions our clients often have include:
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When can my spouse and I retire?​
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How do we best support our children’s education?​​
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What are my options for investing an inheritance or the proceeds of a property sale?​​
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As a small business, what are the pros and cons of incorporation?
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How can I transition my estate to my beneficiaries (children, charities, etc.) in the most tax-efficient manner?​​
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What options do I have regarding my employer-sponsored retirement program (pension, RRSP, company shares) as I prepare for or approach retirement?​
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How can I diversify my portfolio to minimize the impacts of geopolitical events?
At William Wealth, we believe in the benefits of active collaboration. As such, we actively engage with our clients to plan for the future.​
We believe that client education is foundational for a strong advisory relationship.
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