Wealth Management

Akeeba combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services. Our goal of wealth management is to sustain and grow long-term wealth by taking stock of your financial past, present and future. We will assess your financial goals and risk tolerance, and we will design a plan that gets you where you want to go, incurring as little risk as possible.

We combine the following characteristics.

Integrity

Integrity in the world of wealth management boils down to a commitment to do what’s best for clients, no matter what.

Global Trend Awareness

While we all want to increase our wealth, designing effective investment strategies involves more than just figuring out what vehicles will make you the most money as fast as possible. We consider fundamental global mood, to name a few, SARS in 2012, COVID-19 are examples.

Investing Experience

Anyone can research the value of different vehicles and develop an opinion on what works best in a given financial situation. But you don’t really know until you’ve been there. That’s why you want a wealth manager with experience.

Financial Knowledge

With that experience comes knowledge, which is vital to the wealth management process. There are countless ways for you to invest your money, with varying rates of return and levels of financial commitment. Akeeba invests its time to understand which investments are right for your specific situation. That involves continuing education, of course, but also research and analysis. And in the best-case scenario, that pursuit of knowledge is fuelled by passion and a commitment to making each client’s goals a financial reality.

A Team of Financial Professionals

Finding a good wealth manager is important. More important is finding a good wealth manager who’s part of an incredible team of financial professionals. After all, wealth management is a comprehensive service. To get your money’s worth, Akeeba has a team of experienced and capable advisors well versed in everything from financial planning and tax planning, to estate and retirement planning.