Discretionary Wealth Management - The Future of Investment Management
At Prairie Wealth Management, we know that not all financial planners and investment advisors are the same. Finding the right wealth management advisor to help with your financial planning and investment management is as critical as choosing the right doctor or lawyer for your needs. In addition to traditional investment management, our licensed Portfolio Managers specialize in fee-based, discretionary wealth management. This is service that is suited to higher level investors who prefer to have trusted professionals make the day to day investment decisions for them. With Prairie Wealth Management's award winning team you can be confident that you have a solid partner to make your financial and retirement dreams a reality.
We know who we are: Our expertise lies in providing sound wealth management advice for those comfortable entrusting their wealth to an investment process built around knowledge-gathering and a professional understanding of market fundamentals and tax strategies. At the core of our offerings is complete financial plan focusing on the 3 pillars of Wealth Maximization, Tax Minimization and Capital Preservation.
And, we've learned who is mostly likely to benefit from our particular blend of expertise, experience and product and service offerings. Our advanced designations give us the capacity to handle very large portfolios, and we've developed specialties in working with farmers and farm families, small business owners and preretirees.
Not all financial advisors have that focus, or that capacity.
If you fall into one of these groups, with investments assets exceeding $250,000 or a net worth of $750,000 or greater, we're likely an excellent fit for you.
If you can identify with any of the situations described in the section Why Choose Us, please contact us for a free, confidential, no-obligation review of your portfolio and current financial plan, and to sign up for exclusive content such as research reports, our financial library, videos, newsletters and radio shows.
If you don't think we're the best fit for you, please contact us anyway — we'd be happy to refer you to an experienced advisor who specializes in meeting your needs.
This article was prepared solely by Kevin Hegedus and Kevin Haakensen who are registered representatives of HollisWealth™ (a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada). The views and opinions, including any recommendations, expressed in this article are those of Kevin Hegedus and Kevin Haakensen only and not those of HollisWealth™. Prairie Wealth Management is a personal trade name of Kevin Hegedus and Kevin Haakensen.