HOW WE HELP
It all start you—At Investco Financial, we understand your wealth is about more than money. That’s why we put you, your family, your business and all that matters to you at the centre of everything we do. Our personalized approach helps you achieve your goals for today and well into the future.
Combining our expertise and innovative technology, we create a plan tailored to your complex needs and goals. Your advisor—backed by an extended team of specialists—will help you navigate your important decisions and milestones, giving you more confidence in the future.
Our Client Process
01.
Discovery: Understanding what matters most to you
We start with a comprehensive discovery process where we take the time to get to know you, your financial situation, and your future aspirations. This isn’t just about numbers; it’s about understanding your priorities, lifestyle, and long-term dreams. Whether you're preparing for retirement, growing your wealth, or protecting your assets, this phase allows us to gather all the information necessary to create a financial strategy tailored to your needs. Our goal is to ensure we see the full picture of your life before moving forward.
02.
Planning: Crafting a personalized strategy
Once we’ve gathered the necessary insights from our discovery phase, we move into the planning stage. Here, we develop a customized financial plan designed to align with your specific goals. This plan considers your unique circumstances, whether it involves wealth growth, retirement readiness, or legacy planning. We break down complex financial matters into actionable steps, creating a roadmap for your future. The plan is flexible and reviewed regularly to ensure it can adapt to changes in your life or the economy.
03.
Asset Allocation: Putting your plan into action
With your financial plan in place, we transition into the implementation phase. This is where strategy turns into action. We work closely with you to execute each part of the plan, whether it’s selecting investment options, optimizing insurance coverage, or managing assets. Our team handles the details, keeping the process smooth and ensuring that everything is aligned with your objectives. At every stage, we maintain clear communication so you know how your financial strategy is progressing.
Access to Preferred Investments and Alternative Asset Classes
As a valued client, you gain access to exclusive investment opportunities, including preferred investments and alternative asset classes that are typically not available to the general public. These investments offer enhanced diversification, the potential for higher returns, and a way to further protect your wealth.
Exceptional Diversification and Lower Volatility
We recognize the importance of maintaining stability in your portfolio, especially in volatile markets. Our approach focuses on providing exceptional diversification, ensuring that your assets are spread across a range of investment opportunities that reduce risk while aiming for consistent growth.
04.
Management: Ongoing guidance and adjustments
Our Wealth management service is designed for clients who prefer a hands-off approach to managing their wealth. Your portfolio will be managed by a team of experts with a keen focus on maximizing returns while mitigating risks. We’ll take care of the day-to-day decisions, ensuring your investments are continuously aligned with market conditions and your long-term objectives.
Ongoing reviews
We review your situation and accounts regularly to make sure your financial objectives are being met, and we readjust when needed.
Progress updates
Your advisor is always available to answer questions, provide advice or review your portfolio. We’re committed to keeping you well informed about the progress you’re making towards your financial goals—how and when you want.
Convenient account access
You can securely access your portfolio through the Investco Client Centre