Funds

At Bradley Roberts & Associates, we help you select the portfolio that reflects your personal investment objectives. We focus on building portfolios that help you reach your goals while working within your risk tolerance.

Consolidation

If the objective is to use assets efficiently, than the best way to accomplish this is to have all of the assets consolidated under the control and management of one advisor. The benefits for the client are:

Better written plans can be developed and monitored. No Conflicting advice!

Better control over the amounts and sources of income. More control over specific investments from which income is derived.

More efficient portfolios, tailored to meet needs and balanced according to income needs and risk tolerance.

More control over the mix of taxable, tax favoured and non-taxable sources of income used to create cash flow. The practice of creating tax efficiency will put less strain on income-producing assets to deliver the after-tax income required, along with other tax savings.

Less paperwork and administration and consolidated reporting. The number of payments and cheques will be reduced making client record-keeping less onerous.

Working with one advisor will also result in more orderly, expedient transfers of wealth upon death. having one advisor to handle everything at this difficult time is of great value to a surviving spouse and/or heirs.

MacKenzie Financial