Portfolio management is a part of long-term personal financial planning. Due to a lack of time, interest or analytical tools, individuals do not evaluate their current financial situation and how it will change over time. These individuals generally have no idea of how factors like inflation, taxes, annual savings and portfolio structure will affect their retirement lifestyle.
In order to help our clients better understand the financial aspect of their retirement and to compensate now for any shortcomings, DalpéMilette has developed a financial planning model that answers the majority of questions they might have in this matter. Developed in-house, this comprehensive and informative software analyses an individual's financial dossier from A to Z. It includes a detailed analysis of saving habits, a projection of the changes in the financial position until death, a study of the impact of inflation, a review of the insurance file, an evaluation of the consequences of favouring one investment policy over another, etc. We are able to prepare in a very short period a 30-page report, including text, graphs, analysis and recommendations on twelve chapters of financial planning.
* Certain services in financial planning and in insurance are offered through Richardson GMP Limited.