The Barteski difference

We are people.  Just like you, we too have families and houses and jobs.  We know how important these things are to our clients, and our vision is to provide the necessary tools, expertise and advice to make sure that everything in your life is taken care of.  We focus on our clients – their lives and their visions – to ensure that your experience is a lasting relationship built on trust, appreciation and comfort.

Our relationship with our clients starts with the development of a comprehensive financial plan to achieve their financial goals. As part of this plan, we explore the cash management, investment, insurance, tax, and estate planning aspects of each client’s situation. During this process we discuss and set objectives that are focused on the client’s individual needs.

We strive to serve as our client’s chief financial advisor. As part of this role, we coordinate the activities of your existing professional advisors such as tax accountants and estate lawyers. If required we tap into our own network of professional advisors to assist you.

Operating within each client’s risk profile, an investment portfolio is structured which will achieve long term growth without undue risk. This portfolio is monitored and re-balanced on a regular basis. You are provided with performance measurement tools and benchmarks to evaluate how well we are doing. As a result, both our clients and I sleep soundly at night.

Tax planning and minimization is a key component of the financial plan for most clients. As part of the overall plan, strategies such as income splitting, prudent use of investment loans, and family trusts are evaluated.

Each client’s account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, each plan is reviewed on an annual basis and appropriate adjustments are made. We make ourselves as accessible as possible to clients. All business matters are handled expediently and efficiently.

We are confident that our team approach coupled with our experience, hard work and dedication to financial planning will be of benefit to you, in helping you to achieve your financial goals.