 |
 |
| Adrian Mastracci, president of KCM Wealth Management says "Reviewing your portfolio is an excellent beginning for your investment plan." |
KCM provides a comprehensive professional service to review the suitability of your current portfolio in view of your long-term goals, such as financial independence and retirement.
We will provide you with KCM's Portfolio Review documentation to determine:
- Your long term goals and aspirations.
- Your tolerance for risk.
- Your investment personality.
- Your investment criteria and time horizon.
The review covers the mix of investments -- equities, bonds and cash -- owned personally, in your business and holding company, in family trusts, and in registered accounts such as your RRSP, RRIF, DPSP and RESP.
We will schedule a meeting at our office to discuss the portfolio review with you.
Our professional fee is based on the total value of your current portfolio. To begin the review of your current portfolio, kindly provide us recent copies of the following as applicable:
- Investment statements for all personal, family trusts, corporate & foreign accounts.
- Investment statements for all RRSP, RRIF, LIF, RESP, IPP & DPSP accounts.
Please send your portfolio particulars by mail, facsimile or e-mail to:
Adrian Mastracci
KCM Wealth Management Inc.
Suite 1500, Box 1078
885 West Georgia Street
Vancouver, BC, Canada V6C 3E8
Tel: (604) 739-4500
Fax: (604) 739-0234
Email: kcm@kcmwealth.com
We will forward you the Portfolio Review documentation after receipt of your particulars.
Please provide your contact information:
|
