What makes us different?
Maybe you've spent some time browsing websites for financial advisors, and they all seem the same. Everyone is talking about providing financial plans, advice for retirement, tax savings, and estate planning. They often have pictures of sailboats and golf courses, and it's a little trite. They plan for your corporation and tell you how to invest. but, how good are they? Who's really managing the money? Is it them, or are they just putting you in a series of managed products and calling it a day?
At Agile Wealth Management, we have elite certifications and education. In terms of investment management, this means the CFA charter, the CAIA charter, and an unending pursuit of investment excellence. On the financial planning side, it means the CFP, RFP, and TEP. It's expertise, but more than that, it's applied expertise.
We manage money. When the signs of Covid were evident overseas, but still separated by oceans here in North America, we positioned our holdings to brace for the coming storm. We were proactive and took action to try to get our clients the best possible outcome. When the bear market was at its most difficult in 2022, we didn't stop answering the phone. We held a client event and explained things to our clients. This is applied expertise.
We build incredibly comprehensive, detailed financial plans. This isn't a plan that has a lovely flat rate of return for your working years and then a slightly lower rate for your retirement. This is a plan that considers all aspects of your financial life. We use our skills and knowledge to build a plan for you that is both informative and applicable to your situation. Because you know we have factored everything in and left no stone unturned, you can have confidence that this plan is stable and secure.
If you talked to our clients, they would tell you how, when times were difficult and the media stories were about the stock market cratering, we not only took action but protected their assets. They'd tell you how they receive monthly updates, not just statements but actual updates about what is happening and why we're making certain changes.
Our clients will tell you how they message the person responsible for investing their money and get a personal response. It's not someone in a huge office in Toronto or New York, though; it's the person who actually manages the money and makes these decisions. It's virtually unheard of these days.
Our clients will tell you about the incredibly detailed and unparalleled process we use to build and monitor financial plans, the all-encompassing care and attention we give our clients, and how we apply all of our expertise and knowledge to get them the best possible outcomes.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Agile Securities, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Agile Securities and are covered by the CIPF. Financial planning and insurance services are provided through Agile Wealth Management. Agile Wealth Management is an independent company separate and distinct from ACPI/Agile Securities.
