How can an investor overcome the challenges of investing?

Our portfolios are designed to give investors a multifaceted, cutting edge approach to wealth management through a combination of these elements.
Even the most sophisticated and intelligent investors are susceptible to emotional decisions when faced with extreme market conditions. Our portfolio is designed for investors to maintain a middle-ground where there is less temptation and less emotion. This helps provide more consistency.
Create an investment plan designed to capture most of the upside of the market. This helps satisfy the greed factor.
Develop a strategy that helps minimize downside exposure in the portfolio. This helps reduce the fear factor.

Our aim is to develop a lasting partnership built on expertise and connection, that empowers you to secure a future not simply for living, but thriving.

Incorporate a component that can help maintain stability in ever-changing markets.

Becoming an Mpact Client.

1. Schedule

The first step is to have a conversation. It allows you to meet with us in person and discuss your personal circumstances confidentially and determine if we would be able to help.

2. Identify

Through our initial conversation, we will help you identify your top financial priorities and advise you on taking the next step. We are glad to review your existing investment and insurance portfolio if you bring your statements with you to the initial meeting.

3. Plan

We look at the whole picture providing a holistic planning approach. We will work with you to gather information and deliver a comprehensive plan based on your financial needs and desires.

4. Invest

Based on your plan, we will propose ideas and solutions to help you achieve your financial priorities. In addition, we will identify obstacles that may prevent you from reaching your goals. A detailed investment strategy will be provided which we will help implement every step of the way.

What our clients are saying.