Our team is looking forward to listening to you, understanding your feelings concerning your finances, and getting to know you. We value our relationship with you and work to provide a solution that increases your security and prosperity.
A risk analysis and Investment Policy Statement (IPS) is constructed based on your input. Two important things are underlined.
- a complete list of current negative risks and positive risks.
- recommended actions with consideration of your specific risk tolerance.
A valuation of your firm and family is provided in the risk analysis. A high-level and detailed comparison of future scenarios is available to clients of WBC Risk Management Inc.
The achievement of your goals is important to us. We will have a progress report annually in addition to quarterly statements to verify that you are on course.