|
|
|
| |
| Additional information |
| |
| 360 Private Wealth Management |
| |
| |
Overview:
360 Private Wealth Management is an independent financial life planning firm. In today’s complex and ever-changing business environment, no one organization can effectively be and do all things. We choose to focus our efforts and energies on being financial life planners, helping our clients achieve their life goals and dreams.
In order to operate effectively, we have partnered with service and solution providers to provide us with the systems, tools and products we need, to construct investment and risk management plans for our clients as part of our financial life planning activities. This allows us to focus on advising our clients in the financial aspects of their lives.
Our primary partnership is with Manulife Securities, a wholly-owned subsidiary of the Manulife Financial Corporation, one of Canada’s leading diversified financial services groups with principal operations in Canada, Asia and the United States. In an effort to provide our clients with the broadest array of financial products and services we also maintain relationships with other divisions of Manulife Financial Corporation including Manulife Securities Insurance Services Inc., Manulife Financial (insurance), Manulife Bank and Manulife Private Wealth.
We also maintain a number of “Trusted Partner” arrangements with several leading financial industry service and product providers. These select providers have demonstrated exceptional thought leadership and quality in their service and product offerings, and integrity in their business practices.
Our Guiding Principles
Advice with Integrity
We believe professionalism demands that we advise our clients competently, openly, honestly and objectively, without subordination to personal gain. This means that we strive to stay informed on wealth planning and management matters, that we communicate clearly and with complete transparency, and that we put the interests of our client households first in any, and all interactions, without exception, including disclosure of any conflicts of interest.
Vision-Focused Wealth Management
We believe the heart of successful wealth planning is a focus on the values and unique personal life vision of each of our client households, keeping their goals and aspirations front and center in the planning process. We take time to learn about the values and vision and, the goals and dreams of each of our client households and then build an customized financial life plan and wealth management plan for each client household to help them achieve what is most important to them.
Strategy Before Action
We believe developing a sound strategy for achieving each client household’s unique personal vision must come before action. This means we establish where each client household is relative to where they wish to be and determine the “gap” that may exist. Then we examine alternative solutions for closing and eliminating the gap, helping our clients choose the best possible course of action to achieve their goals and dreams.
Process-Oriented Planning
We believe in the power of process. We believe that our proprietary Natural Wealth Process is a very effective financial life planning and vision-realization system. The Natural Wealth Process delivers a comprehensive, action-oriented planning experience with regular communication and interaction, helping client households stay “on plan” in their quest to realize their life vision goals and dreams.
Evidence-Based Solutions
We believe in evidence-based planning and investment solutions. Financial life planning and investment management theories and beliefs abound in the marketplace. Not all are based on sound economic principles or supportive evidence. We work to educate clients about core financial and economic principles and, develop strategies that are based on sound financial and investment fundamentals.
Simplicity Over Complexity
We believe, where possible, in simplicity over complexity. This means that we focus on strategies and solutions with the least amount of complexity in the design, on the basis that the more complex a solution is, the more prone it is to failure.
Sustainability
We believe in integrating environmental, social and governance (ESG) factors in our day-today operations; on the belief that what is good for society and the environment is good for our business. Furthermore, we believe that implementing ESG factors into financial life planning decision-making and, into the selection and management of investments can provide superior risk adjusted returns and positive societal impact for our clients.
|
|
 |
|
|
|
|
|
 |
|
 |
|
|
