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wealth management winnipeg mb

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1-935 McLeod Ave, Winnipeg, MB, R2G 0Y4
How We Work Together As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. Contact me today.
200 Portage Ave Suite 501, Winnipeg, MB, R3C 3X2
Jim Eng, BSc., CIM, FCSI Wealth Advisor, Scotia Wealth Management Chartered Investment Manager, Fellow Canadian Securities Institute ——— “Taking the things in life that are important to my clients and then translate those dreams and goals into their financial plan!” I provide three things to my clients and their families: 1) Clarity: help them find the answers to the key issues that they should plan for… things that they should be afraid of and the things that they shouldn’t be. 2) Insight: help them with my 25 plus years of experience and the Scotia Wealth Management team of specialists I have access to. Insight comes from my understanding of my client from my discovery process. 3) Partnership: an ongoing relationship through the ages & stages of my client’s life. My three main objectives for all clients: 1) Preservation of capital 2) Provide rates of return above benchmarks 3) Provide tax efficient returns My wealth management team is a focused group of professionals from Private Banking, Tax Advisory, Family and Business Advisory, Trust and Philanthropic Advisory , Will and Estate Planning, Risk and Insurance, and Investment Management working as a “team of experts” for you & your family with a common goal? … Your family’s goals. Advice, Expertise and Solutions to Manage Your Family’s Wealth. Solutions beyond investment advice. I recommend all prospects and clients should always know your fees, know your returns and know your benchmarks. Understand your goals, monitor, review, and adjust or execute the solutions… Remember: “If you don’t know where you are going and road will take you there.” ———- For a quarter of a century, my years of experience have withstood the test of time and the onrush of challenging and turbulent markets because I understand the difference between volatility and risk. I concentrate on the financial needs of a select group of families and their professional practices/small businesses by helping these clients with customized investment solutions to protect and enhance their personal and corporate well-being. I assist clients in determining their risk tolerance, investment objectives, strategic asset and global allocations and develop their Investment Policy Statement. Then, thinking security first and growth second, I stress the importance of a long-term value driven approach using disciplined managed strategies. My financial management practice emphasizes tax smart retirement or investment income as part of your personalized financial and retirement plan. Throughout my career, my long-term client relationships have been based on a conservative philosophy towards investing, quality products, transparent compensation, regular communication and service second to none. I am an investment management professional & committed to always acting in your best interest, now and in the future. I am a trusted partner to manage your wealth and our strong long-term relationship is one to one!!! Articles & Research: ================ Website: LinkedIn: Facebook: Twitter: @JECapital, --------------------------------------------------------------------- ® Registered trademark of The Bank of Nova Scotia, used under licence. TM Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth ManagementTM consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc (SCI). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. This publication has been prepared by ScotiaMcLeod, a division of Scotia Capital Inc. (SCI). This publication is intended as a general source of information and should not be considered as personal investment or tax advice. We are not tax advisors and we recommend that individuals consult with their professional tax advisor before taking any action based upon the information found in this publication. Opinions, estimates, and projections contained herein are our own as of the date hereof and are subject to change without notice. The information and opinions contained herein have been compiled or arrived at from sources believed reliable but no representation or warranty, express or implied, is made as to their accuracy or completeness. Neither SCI nor its affiliates accepts liability whatsoever for any loss arising from any use of this publication or its contents. This publication is not, and is not to be construed as, an offer to sell or solicitation of an offer to buy any securities and/or commodity futures contracts. SCI, its affiliates and/or their respective officers, directors, or employees may from time to time acquire, hold, or sell securities and/or commodities and/or commodity futures contracts mentioned herein as principal or agent. SCI and/or its affiliates may have acted as financial advisor and/or underwriter for certain of the corporations mentioned herein and may have received and may receive remuneration for same. All insurance products are sold through Scotia Wealth Insurance Services Inc., the insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing life insurance products, ScotiaMcLeod advisors are acting as Insurance Advisors (Financial Security Advisors in Quebec) representing Scotia Wealth Insurance Services Inc. This publication and all the information, opinions, and conclusions contained in it are protected by copyright. This report may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions, and conclusions contained in it be referred to without in each case the prior express consent of SCI.
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