- Patrick McNeilly's relationship
with each of his clients begins with the development of a comprehensive
financial plan targeting their values and their long-term financial
goals. As part of this plan he covers the investment, insurance,
tax and estate planning aspects of each client's situation.
- Patrick strives to act as his clients' chief
financial advisor. As part of this role, he coordinates the activities
of their existing professional advisors such as tax accountants
and lawyers. If required, he will also tap into his own network
of professional advisors.
- His investment philosophy is essentially
conservative in nature. Operating within each client's carefully
determined risk profile, an investment portfolio is structured
to achieve the client's needs without undue risk.
- Income tax planning and tax minimization
strategies are key components of Patrick's financial plan for
all clients. As part of his overall plan, strategies such as income
splitting, family trusts and the prudent use of leverage are evaluated.
- Each client's plan and portfolio are monitored
on an ongoing basis to take advantage of opportunities created
by changing circumstances. In addition, each plan and each portfolio
are reviewed, at least annually, and appropriate changes made.
- Patrick makes himself as accessible to clients
as possible. To that end, all telephone calls are returned on
the same business day, either personally or by one of his assistants.
E-mail messages are returned or acknowledged within 24 hours
Patrick McNeilly B.A., B. Comm. |
