Our team is looking forward to listening to you, understanding your feelings concerning 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 list of current positive and negative (qualitative) risks in your model.
- recommended actions with consideration of your specific (quantitative) risk tolerance.
A valuation of your firm and family is provided in the risk analysis. A 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 conduct a progress report annually and in addition you will receive quarterly statements to verify that you are on course.