Hudson Financial Advisory Group
We believe that wealth management embraces more than investment advice. It includes financial and estate planning, lifestyle protection, legacy creation and much more.
Our services Discover what we do differently While we generally specialize in affluent clients, asset size is just one of several criteria we expect new investors to meet. What matters to us is our judgment that we can develop a strong client relationship offering significant potential asset growth and long-term wealth building opportunity. Our investment advisory process embraces and includes – but is not limited to – the following range of integrated services: Develop a financial plan that focuses on your unique needs and goals. Develop an Investment Policy Statement (IPS) for the management of your portfolio. Develop a portfolio that leverages the principles of strategic asset allocation. Actively monitor and manage your portfolio to seize opportunities and mitigate risk. Meet with you on a regular basis to review your portfolio performance. Help you plan for your children’s education and financial goals. Provide you with insurance and asset protection strategies and advice. Work with your other advisors to manage your total financial situation. Conduct an in-depth and personal annual review of your financial profile. Discretionary portfolio management This program enables clients to delegate the task of making the everyday decisions that help maintain a healthy and prudent investment portfolio. The program frees clients from having to give their consent on every recommendation, while still maintaining control over their investment strategy.
Address: 202 6th Avenue SW, Suite 1700, Calgary, Alberta, T2P 2R9, Canada
Phone: +1 403 216 3109
FAX: +1 403 806 4150
