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Not only does Blakely Wealth Management offer a comprehensive range of financial services, our clients can also choose how they would like their portfolios managed, based on their desired level of involvement.
Partnership Plus Program
For those clients interested in being actively involved with their portfolio planning, we offer a program called Partnership Plus.
This is a fee based program that gives the client the benefit of working directly with an investment advisor who will tailor their portfolio to best meet their needs.
Clients pay one transparent, all-inclusive fee rather than paying commissions on each trade. The fee is not linked to the amount of trading on the accounts, but rather is based on the overall value of the portfolio.
All administrative fees on registered accounts are waived for Partnership Plus clients. For non registered accounts, this fee is fully tax deductible.
By eliminating commission cost concerns when deciding to realign securities in a portfolio, clients can feel confident that their advisor can react quickly to market movements and are truly acting in their best interest. Clients are consulted for each recommendation in the portfolio and will have an in depth annual review with their advisor.
Managed Portfolio Program
For clients who do not want to be involved with the daily decisions on their portfolios, we offer the Managed Portfolio Program.
This is a new offering from Blakely Wealth Management for our clients who wish to delegate the task of making day to day portfolio decisions to their advisors.
Clients will have a detailed Investment Policy Statement that will be used to ensure that their accounts hold the appropriate mix of investments in order to achieve their long term needs.
Managed Portfolio Program clients pay an all-inclusive fee based on the overall size of their portfolio. This transparent fee (which is fully tax deductible for non registered accounts) eliminates the need to pay commission on each individual trade in the account, thereby allowing the advisor greater flexibility to react quickly to changing market conditions.
Blakely Wealth Management Family Office
We created the BWM Family Office because we identified that there was a need for an all encompassing one stop financial solution for high net worth clients.
BWM Family Office acts like a personal CEO for your family and will oversee all aspects of your financial well-being.
BWM Family Office will help you develop a long-term vision for your family’s legacy.
Our BWM Family Office team of experts work with you to establish the most efficient asset mix that meets your individual investment needs.
We create a portfolio that is customized to you, diversified across various investment instruments, asset classes, capitalizations, geographic locations, and investment styles.
Our practice is a true team environment and each team member is a specialist in their role. There will always be a team member available to assist you.
Financial Services
Our sophisticated clients have complex financial needs. That’s why we work with a team of specialists within ScotiaMcLeod to meet those needs: investments, retirement planning, tax strategies, will and estate planning, insurance, succession planning, banking services as well as philanthropic advice for making charitable gifts and establishing foundations and trusts.
We can also liase with a client’s existing professional advisors (accountants and lawyers) to ensure a complete strategy is implemented. Where appropriate, we can also recommend external professional advisors for those clients who may not have existing relationships.
Insurance
Insurance Consultants are able to help identify insurance needs, tax planning opportunities and investment strategies, with an emphasis on the protection of assets and income. Our specialists offer a variety of terms, including permanent and temporary coverage, as well as living benefits. They review policy offerings from major Canadian insurance companies, looking for the best opportunities for our clients.
Will and Estate Planning
Our specialists can assist with will planning to ensure clients' estate plans reflect their wishes. They can also offer executor services to administer, manage and settle the estate. Advice and management services for trusts that clients want to establish as part of their estate planning needs are also available.
Private Banking Services
A dedicated banking officer is available to look after all of our clients' banking needs. Services include lending, foreign currency hedging, asset and equity monetization, and concierge services.
Philanthropic Advisory Services
For clients interested in establishing a foundation or making a substantial philanthropic gift, our experts are able to create and implement practical, tax-efficient strategies that balance family priorities and support philanthropic goals. They offer a variety of specialized philanthropic solutions including foundations, charitable remainder trusts, bequests, gifts of securities and various other forms of giving, either now or in the future.
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