Comprehensive wealth management
Our mandate is a small fraction of what our team offers to assist clients in preparing for retirement and making the transition out of work easier.
Charitable giving. We help clients design charitable giving strategies. Whether they want to donate stock, or set up their own donor advised fund, we have the knowledge and tools to help them make rewarding decisions.
Estate planning. By planning ahead, one can save loved ones from added hardship. Through our experience establishing and administering trusts and simply planning for the future, we can provide knowledge and resources.
Tax planning. We help you choose the right investments to help you pay less tax and work directly with your accountants to streamline tax season. As well, my team has in-depth knowledge of tax-deferring accounts such as RRSPs and Tax-Free Savings Accounts (TFSAs).
Retirement planning. We invest with a focus on income generation (distributions, dividends, interest, etc.) and safety of capital and look out for your best financial interest in the long term.
Sophisticated brokerage services. We offer brokerage services, including trading and new issues. Chris is experienced in trading both Canadian and US equities and new issues are exciting investment vehicles that some affluent clients enjoy.
Discretionary money management. As a Portfolio Manager, Rich Stuchberry leverages a unique form of client trust through which he does not need to obtain permission for every trade, eliminating the distraction of trading costs. He combines modern portfolio theory, sophisticated portfolio construction tools, stringent analyses, and a thorough understanding of your unique circumstances. His Progressive Value Approach has provided proven, consistent, value-added returns.
Process and reporting. We introduce our investment philosophy and Progressive Value Mandate and learn all relevant aspects of your financial situation, needs and goals. We regularly inform you of how your wealth management plan is progressing through comprehensive reports. Your monthly statement includes all account details and positions. Our straightforward, client-friendly quarterly performance reporting package includes a portfolio position summary, realized gain/loss statement, and full comparisons to benchmark returns to illustrate how your portfolio has performed. As well, you will receive year-end tax summaries and 24/7 Internet access to all your accounts, updated to the previous day's close.