Edmonton, Alberta – A group of wealth management specialists has come together to provide financial management solutions for people who are experiencing complex issues with their wealth. The Espositio Advisory Team is composed of men and women who have decades of experience in providing financial advice and wealth management to a selected number of clients. The team serves as a Complete Family Office (CFO) to each client, and not just a mere financial adviser. Using the BPM Bridging Process, they put together a clear picture of each client’s wealth so that they will be able to realize their goals.
“To ensure we can be all things to our clients, we have a very specific FIT process which helps us partner with clients we are best suited for. The FIT is about working with like-minded people striving towards the same goals and building a long-term relationship along the way. Each person views wealth differently making every plan unique due to their underlying goals and aspirations. Because our strategy is not one size fits all, we have a process that helps define some of the concerns and services needed by a potential client to help us understand if we can help,” says the team on its homepage.
The Wealth Management Edmonton services include portfolio management, risk management solutions, tax solutions, estate solutions, private banking solutions, and charitable giving. For portfolio management risk, the team helps clients with research, cash management, trading, insider filings, global institutional strategies, risk profile, and new issues. For risk management solutions, the team helps their clients protect their wealth through critical illness insurance, disability insurance, key person insurance, and life insurance. Tax solution services assist clients in tax planning, reporting, registered account strategies, and business owner and incorporate professional strategy. Clients can rely on the team to handle their wills, power of attorney, trusts, and holding companies. Banking solutions include lending, credit, personal, mortgage, and professional medical financing. Some clients would want to give back some of their wealth through charity. The wealth management team will help build and maintain the client’s legacy.
Also, the financial management team uses the collaborative approach in helping their clients reach their life goals. They will protect them from critical financial events such as the sale of a business, an illness, or the loss of a spouse, to name a few.
Those who are interested in getting the most reliable financial advice may dial 780-426-2651 or visit the company address at 10088-102 Avenue, Suite 903, TD Tower Edmonton, Alberta T5J 2Z1, from 8 am to 6 pm Monday to Friday. You can also click on this https://espositowealthmanagement.ca or email us at Mckenzie.Esposito@nbc.ca.
Company Name: Espositio Advisory Team
Contact Person: McKenzie Esposito
Email: Send Email
Address:10088-102 Avenue, Suite 903, TD Tower