Financial Planning and Investment Management

Openness sets the tone in all our dealings with clients.  Only in a climate of openness can the advice provided be as comprehensive as it needs to be.  And only when advice is comprehensive can it be useful and straightforward.

Openness is one of those values that has many positive offshoots.  At FC Financial, openness begins with candid, in-depth discussions.  The aim? To explore every aspect of what you really need; not by looking at the various components in isolation, but by focusing on the big picture: assets, financial liabilities, investment horizon, risk tolerance.

A comprehensive analysis helps identify exactly what you need.  This analysis is then used to define your personal investment profile.  Drawing up this profile is a crucial part of the FC Financial planning process.  Together with you, we define individual risk capacity and risk tolerance.  This allows us to establish a personal risk profile.  We then factor in other aspects to determine the investor’s return preference.  The last of our five step process focuses on selecting how the assets are best managed.

Once we have defined the individual investment strategy together with you, we fine-tune our advisory activities.  Clients can choose exactly how much market information they want, and how often they receive it.  They can also specify which investment recommendations they are interested in, how often they want to discuss their portfolio with their financial security advisor and in what detail.

But, we don’t intend to stop there.  We want to go beyond your expectations; which is why we are constantly optimizing our infrastructure and service.  Only in this way will we be able to strengthen our market position and expand sustainably.

Our specialists represent Canada's leading segregated fund management companies ;  we match the funds to your investment profile and work with you to help grow and protect your capital.

For mutual fund information, please click here