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

1
FINANCIAL PLANNING REVIEW
Discovery with a family wealth approach
2
LIFESTYLE PLANNING & GOAL SETTING
Help define and prioritize your goals and family aspirations
3
DISCUSSION PAPER
Develop strategies to address your financial needs and priorities
4
WEALTH PLAN PRESENTATION
Family wealth management plan and implementation
5
ASSET ALLOCATION
Asset allocation and risk management
6
ESTATE ANALYSIS
Implement a fully integrated estate strategy
7
REVIEW
Annual 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.