Personal Investment Advice And The Portfolio Management Approach
Whether you are a business owner, a professional or retired - planning your personal finances and insurance needs has very likely become a challenge in recent years. Faced with a complex array of products and services, ever-changing tax laws, and an uncertain investment climate, you need Maria-Angelica's skilled assistance to provide you with integrated financial solutions.
Maria-Angelica knows the importance of listening to you and understanding your specific situation. She will conduct an in-depth review of your specific situation before any suggestions and recommendations are made.
This is an essential step in developing a diversified, risk-reduced portfolio in which your investment securities match your individual investment needs.
Helping you achieve your investment objectives
Whether you are looking for a balanced investment portfolio, growth, or a plan that generates income, Maria-Angelica will work with you to tailor individual investments to meet your needs and objectives.
Plan For Growth: For busy investors with an active career to manage, Maria-Angelica can produce a customized portfolio designed to maximize performance of financial assets and minimizes tax liability.
Plan For Security: For investors receiving funds from an estate or inheritance, Maria-Angelica can create a program designed to protect the initial capital and produce a satisfying income.
Plan For Retirement: For investors looking for RSP/RIF advice, Maria-Angelica can create a worry free retirement plan.
Plan For Comfort: For experienced investors who are now ready to enjoy the rewards of success, Maria-Angelica assists in administering your portfolio while generating income to support your lifestyle.
Mission
As a member of an independent financial services firm, I am committed to serving my clients in a spirit of trust and partnership. It is a commitment and a philosophy that provides my clients with The Independent Advantage:
- Clients first, always
- Sound, unbiased advice
- Innovative financial solutions
About Maria-Angelica
Maria-Angelica Lopez was born in Chile and moved to Canada in 1975. She earned a Bachelor of Science degree from the University of Chile and has continued to upgrade her professional qualifications through the Canadian Securities Institute. In addition, Maria-Angelica is qualified to sell Life Insurance. She is fluent in Spanish.
Maria-Angelica has over fifteen years experience as an Investment Advisor and Financial Planner with another firm prior to joining Canaccord Wealth Management. She has been providing wealth management advisory services to high net-worth individuals and their families, corporations and entrepreneurs in the domestic and international markets.