Polson Bourbonniere Derby Wealth Management is a team of professionals dedicated to making investors' lives easier.
For more than twenty years, we have focused on taking the stress out of financial planning. We pride ourselves in providing our clients with individualized investment solutions that work.
• Initial assessment/annual reviews
• Establish client profile
• Determine asset allocation
• Provide cost calculation
• Preserve capital
• Provide Investment Advice
• Manage cash flow and debt
• Goal setting
• Cash flow
• Pension review
• Withdrawal strategies
• Government benefits
• Assess insurance needs*
• Life and disability insurance*
• Long-term care*
• Maximize tax-sheltered savings
• Generate tax-efficient income
• Minimize taxes on investments
• Elder care
• Intergenerational transfer of wealth
• Wills and Powers of Attorney
• Estate taxes
• Distribution strategies
• Legacy planning
• Charitable giving and trusts
• Buy-sell agreements
• Insurance and pension plans*
As an investor, you’re unique.
Your financial goals, current financial situation, and investment experiences and attitudes all contribute to your individual Investor Profile.
To help us better serve you and to allow us to establish your individual investor profile we have prepared an investment risk profile questionnaire. Your answers to this questionnaire will enable us to understand your personal investment preferences and circumstances in order to recommend a investment portfolio most suitable to your needs.
Complete and submit the risk profile questionnaire online or contact our office at 416.498.6181 or 905.413.7700. You can also email a request to us at firstname.lastname@example.org.