We work alongside you to help to manage your wealth over the long term.

Finding the right balance in your portfolio to accomplish short- and long-term goals can be complicated. When deciding how much risk to assume and strategies designed to help protect your assets, you’ll need a clear view of your current needs and goals for the future.

Your investing goals

At the heart of your Wealth Plan are your investment goals (think of this as your target investment returns) and your asset allocation strategy (a plan to help you achieve those goals). Your target investment return is unique to you. It aligns your return expectations with your objectives and the amount of risk you’re willing to take to achieve them. Your target return also gives you and your ALPHA CAPITAL’s Advisor a framework to measure your investment performance against your objectives over time – so that you always know where you stand.

The value of a Wealth Plan has become particularly evident in the volatile markets we’ve experienced over the past few years. Your plan gives you the discipline to stay the course, whatever the markets are doing. Ultimately, what matters most is not necessarily outperforming the capital market returns at any given moment, but achieving the returns you need to meet your goals.

The benefits of personal wealth management

Smart strategies for personal wealth management can help you:

  • Potentially reduce the amount of taxes you owe
  • Make the most of the return on your portfolio
  • Limit the impact of inflation
  • Use credit strategically
  • Minimize your financial liabilities
  • Avoid unnecessary risks