What to look for in a primary financial advisor

The benefit of a primary advisor relationship

Coordinating on your behalf

Successful wealth management requires the skill and coordination of a wide range of professionals. While these specialists have expertise in their individual fields, the services they provide may affect the work others are doing on your behalf. Even though you have a team of highly trained professionals, you may not want to be responsible for keeping the lines of communication open between them.

The Ford Group can take the lead role in helping you accomplish your financial goals. This includes working with your:

  • CPA
  • Attorney
  • Trust officer
  • Private banker
  • Insurance specialist

The Ford Group is able to manage your professional relationships for you and has the freedom to choose from a wide variety of products and services to deliver optimal wealth management solutions.

With access to RBC’s global resources we have the flexibility to work in concert with trusted internal and external partners to expand financial opportunities for you, including holistic recommendations regarding growing assets, managing risk, creating a retirement income and creating your legacy.

We encourage you to experience the benefits of working with a primary advisor for yourself. Contact us today to learn more! 

Our process 

At The Ford Group, we work with you to develop your policy by reviewing your portfolio objectives and risk tolerance, and analyzing your cash flow.  We design asset allocation models for testing before developing your investment portfolios. All investments are monitored and evaluated against your portfolio objectives to help you meet your goals.