Astute Strategies Inc.
North: 101 McIntyre St W, 4th Floor, North Bay ON P1B 2Y5
South: 200 Yorkland Blvd, Suite 960, Toronto, ON M2J 5C1
Studies show that clients are looking for more comprehensive advice than ever before. Studies also show that clients who receive this comprehensive advice are happier clients, leading to longer term relationships and referrals to others. As we provide advice-only financial, tax and estate planning, we are in a position to be able to support your efforts in providing these services to your clients. Think of us as an extension of your own team who bring both capacity and expertise to the table. We have considerable experience working with financial advisors, wealth management companies and investment counsel firms and we know how to keep you in the spotlight in front of your clients.
For those who wish to refer clients to us, see the services for individuals and families, and services for business owners for more information on the multitude of services we can provide. If you have clients where you would like to continue covering some portion of the planning requirements, we are flexible and can provide particular services and exclude others. For example, you may call upon us to provide one-time or ongoing financial planning to a business owner, with you covering the personal side and with us covering the owner/manager issues.
For those who wish to engage us directly, we can also provide our services on a white-labelled basis your own letterhead if desired. We have considerable experience providing our services through financial advisors, wealth management firms and accountants.
We have extensive experience working with financial advisors not only in providing planning to their clients, but also in providing what we call "advisory support" services. Advisors often have the challenges of needing additional capacity and expertise, particularly when it comes to servicing higher net worth and more complex client families. We offer our services to provide capacity and expertise on demand, allowing advisors to spend time building new relationships to grow their client base and securing existing client relationships even further. To assist advisors, we have created a special package of services that can be used as you wish throughout the year. We provide:
(a) a help desk to provide answers on general financial, tax, and estate planning questions
(b) a review of client cases to identify potential planning opportunities
(c) assistance with prospecting for new clients
(d) assistance developing relationships with centres of influence
(e) assistance with the preparation and/or delivery of presentations
(f) access to a growing list of articles and calculators for your own use
Note that this package does not include providing specific planning deliverables or analyses for or to clients.
Many financial advisors look to assist clients by ensuring their annual income tax compliance is completed. If clients already have an accounting relationship with which they are satisfied, we do not look to redirect this work anywhere else. But if desired, we recommend that advisors consider referring their clients to Anklesaria McVean Professional Corporation, Chartered Professional Accountants. AMPC specializes in working with financial advisors and their clients to provide seamless, “friendly” services, and collaborating with financial advisors to ensure that clients are well served.
Accountants and lawyers may not always be inclined to refer clients to investment and insurance advisors, not knowing exactly what the client experience might entail, or having concern about the suitability of the recommendations that might be made. At the same time, executing properly on the product side is crucial to the financial success of a client. We take care in referring clients to those advisors with whom we are familiar, and know and trust to provide investment and/or insurance expertise while ensuring the needs of the client are paramount. We do not charge or accept referral fees. Our only motivation is to put clients in front of the most fitting experts to serve the clients' needs appropriately.
We provide advice in various ways, including one-off consultations, annual retainer packages for ongoing services, as well as stand-alone engagements for fixed or hourly fees. We offer a number of pre-designed packages that may suit your needs. We can also create customized engagements where required. Contact us today to learn how our astute expertise may benefit you and your family.