Unified Wealth Approach
At Weekes Wealth, we implement a Unified Wealth Approach for all of our client families. As your net worth grows, so do the complexities. We offer unique investment, tax and risk management strategies that individuals and families need to build a successful wealth plan.
Wealth Management Process
Our seven-step wealth management process provides the essential framework to deliver a personalized and proactive wealth plan.
Our Seven-Step Process
FINANCIAL PLANNING REVIEWDiscovery with a family wealth approach
LIFESTYLE PLANNING & GOAL SETTINGHelp define and prioritize your goals and family aspirations
DISCUSSION PAPERDevelop strategies to address your financial needs and priorities
WEALTH PLAN PRESENTATIONFamily wealth management plan and implementation
ASSET ALLOCATIONAsset allocation and risk management
ESTATE ANALYSISImplement a fully integrated estate strategy
REVIEWAnnual plan assessment and ongoing portfolio review
Partnering with a Global Leader
SAFETY AND SECURITY
Mandeville Private Client (“Mandeville”) holds your assets in custody with Fidelity Clearing Canada, ULC (“Fidelity”), a leading carrying broker in the Canadian marketplace. Fidelity, like Mandeville, is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC)
STRENGTH AND CONFIDENCE
Fidelity is a global leader in the delivery and servicing of investment accounts. It has access to a vast global network of expertise which benefits Mandeville and its Canadian clients. Fidelity is backed by the strength and confidence of the largest brokerage platform in the United States, Fidelity Clearing and Custody Solutions (“FCCS”). As the largest brokerage platform in the United States, FCCS serves over 3,950 clearing and custody firm clients, representing $3.7 trillion in assets under administration and more than 6 million accounts.