Our Process
Benefits of Professional Service & Advice
The Pyle Group provides you with the expertise and guidance of a professional wealth advisor, with depth of knowledge and experience.
Together with a client-focused team of experts we work with you to design and implement a personalized investment strategy that evolves with you, building a financial partnership for life.
This commitment is built on a series of solid processes.
- Determine the right fit between your financial needs and the professional services we offer
- Establish a client service commitment to map out the best way for us to work together
Comprehensive process to understand your:
- Individual goals & objectives
- Risk profile analysis:
- Ability to take risk
- Risk tolerance
- Need for risk
- Time-frame for investing
- Appropriate and suitable asset allocation
- Investment policy statement is created for each fee based client
- Financial planning objectives & strategies
Portfolio Management
- Expert advice with years of experience
- Monitor North American & global economic climate and financial markets
- Provide & analyze industry-leading research
- Review investment opportunities
- Decide whether or not to make a security selection for your portfolio
Risk Monitoring
- Constant monitoring of domestic and global development
- Ongoing portfolio oversight
- Portfolio asset allocation reviews
- Evaluate suitability of each security for your investment objectives and risk tolerance
Wealth Planning
Create, develop & coordinate wealth opportunities based on the complexity of your needs, including:
- Financial planning
- Insurance planning
- Trust and estate planning
- Private banking services
- Retirement planning
- Tax-effective investing
- Business succession planning
- Philanthropic giving
- Ongoing post-trade monitoring on a security & portfolio level
- Industry-leading trading infrastructure to ensure timely trade execution
- Best-execution trade facilitation capabilities
- Quality reporting that meets the highest regulatory requirements
- Secure online access to account information & statements
- Provide timely CRA reporting and tax slips for non-registered accounts
- Full transparency of costs and fees