Our Approach to Wealth Management
When you want to manage your wealth, need advice on how your money can better serve you, your family, your business or your future security, Stalker Financial Group is here for you. Stalker Financial does not focus on any one investment style, investment company or product. We believe financial success for each individual starts with a plan that objectively matches the client’s needs, not a fund company’s sales targets. Our expertise leads individual investors to feel confidence in their financial plans for themselves, for their families, communities and future generations.
Stalker Financial Group is a team of experienced and caring professionals dedicated to the clients we serve. Along with investment performance, respect, care and service are priorities to this team.
Worldsource Financial Management
Our team is backed by one of Canada's largest mutual fund dealers, Worldsource Financial Management. The choice for partnering with Worldsource was an easy one, their professionalism, commitment to client service and integrity is second to none. Worldsource Financial Management Inc.'s reputation in the industry positions them as a market leader.
Worldsource Financial Management provides access to Canada's top product suppliers and resources to better serve clients. Clients have access to their investments 24 hours a day, 365 days a year.
For similar reasons, we use IDC Worldsource Insurance Network Inc. as our Managing General Agent (MGA). As one of Canada's largest insurance providers, our team has access to Canada’s major insurance carriers to find the best solutions to our clients’ needs.
Worldsource Financial Management and IDC Worldsource Insurance Network Inc. are divisions of Worldsource Wealth Management and the larger, publicly traded Guardian Capital Group Ltd.
- Face-to-face interaction and collaboration - relationships of mutual trust and respect
- Direct access to portfolio managers - personalized service that never makes you wait
- Specialized research and insight for each client relationship - clear planning and reviews
- Supporting the future of our local community - building wealth of families and always considering the environment
- Client retention - serving client needs as a priority
We serve as a independent investment office for our clients, providing comprehensive review of their investment objectives. This includes the design of an asset allocation tailored to each client’s goals and risk tolerance, and ongoing and proactive portfolio review and risk management.
We also provide comprehensive estate and income tax planning advice to our clients, which we view as integral components of our approach to wealth management. We strive to be more than a traditional investment advisory firm by developing close relationships with our clients and serving as a trusted advisor on all aspects of their financial lives.
We currently advise on over $120 million of assets. Our taxation and estate planning advice is generally provided through Leilani Kagan of Thompson Dorfman Sweatman LLP.