In Case you Missed it ...
Back on April 15 Mike Robinson, the principal of Signature Financial Security, hosted a discussion group with a select number of interested business owners on how to create a proper and comprehensive financial plan for affluent and self-employed people. Click here to review the material Mike presented, in PDF format.
ATTENTION BUSINESS OWNERS
Why would you invest your personal capital differently than your business capital? It should be the same process and produce the same results. Click here to view our investment process, which mirrors the investment process you take when investing in your own business.
Putting OUR money where our mouth is
Most financial advisors have no personal vested interest in the success of your investments. Shouldn't it the the opposite? We believe in putting our money where our mouth is. Read more...
Choosing an Advisor
The Globe and Mail's Rob Carrick hears from Dan Richards of Strategic Imperatives, a consultant to the financial planning industry, on what to look for when selecting a financial advisor. Click here to read the article
Ask a Professional
Click here to ask a professional in wealth management and retirement planning a secure and confidential question regarding your financial situation. We will get back to you with your answer, and there's no obligation.
Featured Articles
What the Affluent Investor Should Know
Institutional Investment Management
Innovative Financial Tools for the Affluent Self Employed
Subscribe to The Signature Line
Please consider subscribing to The Signature Line, a quarterly report on the capital markets with a commentary on how it may be affecting your portfolio.
The Signature Difference
What makes working with Signature Financial Security different from working with all the rest?
What’s different is that you are working with the team that other financial professionals turn to for their own advice! Prior to founding the firm, Mike Robinson served as a Private Wealth Counselor within the Power Financial group of companies, which is the role of the “advisor to the advisor.” Mike worked as a consultant to some of the best financial advisors in the business in helping those advisors with their affluent client practice.
Mike began Signature Financial Security as in independent firm in 2006, although his trend as a consultant to other financial professionals has continued. Among his clientele, Mike advises a PhD in Investment Finance, an executive with the Alberta Securities Commission as well as a retired financial advisor. Mike is still asked to speak to other financial planning firms and is regularly consulted by professionals in the industry. Mike has also appeared on City TV's Breakfast Television, CHQR AM 770's The Dave Rutherford Show and in Alberta Venture magazine discussing various financial topics.
When you have $1 million dollars to invest you want to know you are working with professionals who know that your concerns are different. Do you want to invest like everyone else with $10,000 or do you want to invest like you have $10,000,000? With his education and experience Mike is an expert in dealing in the $1 million market. After all, his responsibility in the past was to advise other financial planners about the intricate details and effective options for the affluent market. He delves much deeper than the typical advisor in looking at tax minimization strategies, accessing private investment counsel firms and integrating all aspects of the financial plan. Creating more than just an investment plan, Mike creates comprehensive programs that provide a clear path to financial security.
“Mike possesses knowledge and confidence. He performs his work in a professional, enthusiastic, and disciplined manner always keeping the client's well-being foremost. I consider it a pleasure and an honour to work with him and would not hesitate to refer Mike to individuals that would benefit from a relationship with a trusted advisor.”
P.C.
A Manitoba-based Financial Advisor with the Wealth & Estate Planning Group™.
.