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 and underlines two important things
- a complete list of exposures to both negative risks and positive risks
- recommended actions concerning your risk exposures taking into consideration 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 always available to clients of WBC Risk Management Inc.
Progress toward achieving your goals is important to us. We will have a progress report at least annually in addition to quarterly financial statements to verify you are on course.