Your investments and our expertise, together, we’ll go far.
In this traditional platform, transparent brokerage commissions are charged each time we buy or sell securities on your behalf. Financial planning services can be provided at an additional charge. (Note: Fees used to pay for the management of non-registered investments may be fully tax deductible.)
You remain totally involved in all activities related to your account, and must approve all transactions in person.
As a Portfolio Manager, Dorothy-Anna is able to perform discretionary wealth management. This leverages a unique form of client trust that eliminates the need for prior consent on individual securities trades. Rather, you and she mutually agree on a set of investment parameters upfront, clearly articulating your objectives and risk constraints, and deﬁning the investment framework within which her discretionary authority operates.
The creation of an investment policy statement (IPS) provides clarity and mutual understanding and establishes the boundaries within which D-A’s discretionary authority can be exercised — essentially, creating a plan for how your wealth is to be managed. Read more about Managed Portfolios
Orser Neuhaus and Associates* can help you ensure a comfortable retirement, design a tax-effective estate strategy, fund your children’s or grandchildren’s education, protect your family practice and/or business with insurance, and leave a meaningful legacy.
We will help you to build a retirement nest egg and supplemental income stream so you can enjoy freedom and ﬂexibility in retirement, striking a strategic balance between living for today and providing for the future. We will also review your estate plan, discuss it with your executor and beneﬁciaries, establish investment and insurance strategies to reduce estate taxes, and refer you to a professional estate planner and attorney who can assist you to prepare the required documents.
* Insurance products and services are offered by life insurance licensed advisors through Chevron Wealth Preservation Inc., a wholly owned subsidiary of Echelon Wealth Partners Inc. Chevron Wealth Preservation is not regulated by IIROC nor is it protected under the CIPF.
Orser Neuhaus & Associates is more than a financial resource: