4 STEPS TO PEACE OF MIND
A Straight forward approach to: STEWARDSHIP - PROTECTION - GROWTH.
STEP 1
STEP 2
STEP 3
STEP 4
INITIAL CONTACT
Typically a confidential telephone call or video conference to review and confirm your needs while we explain our proven process. It's a great way to better understand your needs and answer all your key questions.
..if there is a good fit:
A confidential portfolio review is initiated or an in-person appointment to review more of your specific details and goals.
Don't worry, we have been able to accommodate social distancing since 2017 to assist clients across Canada and around the world!
1:1 CONSULTING
Depending on your needs, goals and personal situation key aspects of your financial plan are discussed and reviewed along with specific portfolio recommendations.
A risk review so you can better understand your current holdings compared to your proposed mandate is one of the benefits of this stage.
We then define your personal investment policy statement and create a tax conscious transition plan to your personal investment account and your custom portfolio.
IMPLEMENTATION
Implementation steps and transition time lines are discussed alongside any tax considerations.
ZERO transfer-in fees
ZERO trading costs &
ZERO commissions.
Account opening is VERY easy and our industry leading process is fully electronic/ online. No more endless forms and paperwork. 100% paperless.
We work with your current team such as accountants, lawyers and insurance brokers and personally manage the transition from your current investment service.
ACTIVE MANAGEMENT
24X7 Your investment portfolio is monitored 24x7, actively traded as necessary per your IPS, with ZERO trading costs or commissions. You have full online access.
MONTHLY updates on account activity and investment strategy, are communicated directly to you every month.
QUARTERLY STRATEGY The parameters reflecting your investment strategy are reviewed by a global investment committee; allocation risk and trading ranges are amended and these are communicated directly to you every 90 days.
ANNUAL REVIEWS to update any life goals or changes are tracked and updated in your financial/retirement plan.
NEXT STEPS
OUR GOAL IS TO ALWAYS HELP YOU ACHIEVE YOURS
...EVERY STEP OF THE WAY!
BRAEHEID provides clients with the best of both worlds:
You have 24x7 online access to view your activity, monthly newsletters provide market updates and quarterly newsletters update you on our global strategy. As the PM's license mandates that they always invest on behalf of your best interests, the trades are proof of that advice and all our communications explain our views, you no longer need to take calls for trade authorization! Enjoy your golf game, or your vacation and all your own time for that matter, as we have you covered!
You always have access to a Portfolio Manager should you need to make changes to your risk profile/ investment mandate.
You also work with directly with a personal advisors, to assist you with any day to day questions, planning or reports.
Our investment team is also comprised of "real people" who have the global expertise, experience and global knowledge to proactively manage your trusted investments with a consistent and steady hand.
If you are ready and want to GET STARTED right now:
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You can open your own account immediately, see below
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Our 100% electronic account opening process allow us to off you online access to open your account, confirm your risk profile, transfer in funds/fund your account by connecting to your bank account - all online and ALL WITHIN JUST MINUTES!.