Tailored Wealth Management Solutions
We understand that your money is your investment, and that you need to do everything you can to be wise with the decisions that you make.
Our financial planning clients in the Edmonton area choose us and the BPM Bridging process because we go beyond what they expect from their wealth management team, bringing them an experience that is personalized and consistent with what matters the most to them and their family.
A major part of our BPM Bridging Process is we provide a vast array of services to our clients that are both proactive and reactive. Many of the services you would expect, but many you wouldn’t. Some of our financial planning solutions include:
Portfolio Management
We can provide you with the ultimate investment experience. We won’t just look at the returns you are able to make, because we will also take into account the characteristics of the investment, the strategy that is being used and even your end-goal.
We can also provide you with risk profiles, cash management, research and trading support. This alone is one of the many reasons why our customers continue to choose us time and time again for just about anything they need.
Want to learn more about our portfolio management services? Contact us today to learn more. You have a vision. We have a process to get you there.
Retirement Planning
Planning for the future is never easy, but when you have our team working by your side, you will soon see that it can be. We can provide you with the clarity you need and we can also support you with budget planning services as well.
With lifestyle goals and even required rate of return guidance provided as well, you know that we can help you with everything you need.
Everyone has a different vision for what their retirement will look like. That’s why there is no single retirement strategy that works for everyone. Your retirement planning is as unique as your retirement dreams.
Family Wealth Counselling
Our process incorporates succession planning, estate and traditional issues.
We understand the importance of wisely planning for the future of your estate and we are prepared to offer the guidance and support you will need in order to plan, structure, and implement your plans.
We will help you gain a complete understanding of the process so that you are fully capable of making informed decisions. The Esposito Advisory Team pride themselves on offering personal attention to the unique needs of each of our clients, as well as aligning ourselves with other industry experts who focus intensively in specific areas of financial planning.
Risk Management
When you operate a business, you need to grow your wealth and you also need to be protected at every stage of the process. We take great pride in the services we offer, and this includes critical illness insurance, disability insurance, life insurance and so much more. With our support, everything and anything is possible.
Having a sound risk management strategy in place for both your family and your business ensures that life’s uncertainties are planned for well in advance.
Estate Planning
The moment a client becomes financially independent, the burden shifts from will I have enough? to what will come of my legacy? This is no doubt a gratifying moment; but also is a reminder that wealth planning is not transactional or static. As we spend more time with clients talking about succession and legacy, more often than not it revolves around the kids, grandkids, and the next generation of business owners.
Power of attorney, trusts and even holding companies are some of the many services that we can provide. Our clients know that their wishes will be fulfilled and we are always trying to keep our level of communication as open as possible. With our help, you can feel confident knowing that you are in capable hands.
Private Banking Solutions
It doesn’t matter whether you need support with your credit, personal finances, mortgages or even your medical professional financing because we can give you all of the support you need, when you need it.
We can also offer you banking solutions that make sense for your personal situation as well, so you know that you can count on us to offer you services that are both personalised and customised to your every need.
