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The Flores Advisory Group

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The Flores Advisory Group

Overview:

Services
Worthwhile goals take time and planning to reach. To bring our clients' long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking, and borrowing needs.

On a regular basis, we review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan.
Our Services include:
Investment advice and solutions - We develop an investment plan that is unique and takes into consideration our clients’ goals and risk tolerance. Our main emphasis is capital preservation and long-term wealth enhancement. Our investment portfolios are guided by the implementation of a strategic asset allocation model that encompasses the actual market and financial circumstances. As economic conditions change, so does our asset allocation and portfolio composition. Aside from our internal expertise, we have direct access to a team of specialists within Scotia Wealth Management, as well as from Scotiabank and Scotia Wealth Management.

Business and Family wealth advice - Will you have enough money to live the retirement life you’ve envisioned for yourself? Retirement planning goes beyond having sufficient funds to draw from and supplement an income flow. We work closely with our clients to provide a comprehensive retirement planning solution that is tailor made for them in preparation of their post-career life.

Estate and trust planning services from Scotiatrust - Detailing everything that you need to know about developing an overall plan to guide all your estate planning decisions. We will show you how you can pass on your wealth tax-effectively, while benefiting your loved ones and charities of your choice. Also, explore the many administrative estate-planning services offered by Scotia Trust and our team of specialists.

Insurance solutions - Insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture. We know what is at stake and how to protect the accomplishment of your goals in spite off a sudden change of circumstances. Our planning process doesn’t leave anything to chance

Tax Planning – Our investment and planning process will fully utilize the current tools and instruments that will minimize taxation. We draw from a pool of outside professionals to complement the work we do on your behalf. We will work closely with your own team of professionals in accounting and legal matters to ensure a comprehensive bullet proof strategy.

Education Planning – The cost of post secondary education can be estimated, the value is incalculable. We are big believers on the power of education and its usefulness in life decision making. We invest heavily on the time we spent educating our clients on financial matters. It is an investment with great returns. We provide guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options for post secondary education.

Banking and borrowing solutions from Private Banking - Manage your money with ease by integrating investment assets and everyday funds. Use other financial tools, such as Web Bill Pay, Funds Transfer Service, cash management and debit and credit cards that offer unsurpassed access to great rewards. From conventional mortgages and home equity lines of credit to securities-based financing and margin-lending programs, Scotiabank has one of the broadest credit and lending product offerings in the business.

Tracking Progress - Investing for your goals is only the first step. We can help you keep track of how you are doing, regularly monitoring the performance of your investments, and adjusting asset allocations whenever life circumstances or economic conditions change. Having a well defined plan and strategy in place is the starting point, monitoring and adjusting it to cope with your individual change of circumstances and market conditions, is the bulk of the work we do for you.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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