Independence is on the line.
Financial advice that isn’t truly independent can put your independence at risk.The fact is that the financial industry only has isolated pockets of true independence; and we’re one of them. You need great advice, not good advice, great. There’s too much on the line to mess it up, and you’ve worked too hard to get where you are.
Quite simply, our independence goes a long way to protect and improve yours.
INDEPENDENCE IS ON THE LINE.
Financial advice that isn’t truly independent can put your independence at risk.
The fact is that the financial industry only has isolated pockets of true independence; and we’re one of them. You need great advice, not good advice, great. There’s too much on the line to mess it up, and you’ve worked too hard to get where you are.
Quite simply, our independence goes a long way to protect and improve yours.
Defining Differences
You probably work a little differently than other people – that’s how you’ve created the results you have. We get it; we’ve done the same. We could talk about our smarts, or our pedigree, or our decades of doing this. But the core difference – our defining difference – is our independence.
100+ experts stand ready for us to bring them to the planning table – your planning table – when the time is right. Our concierge approach ensures that we aren’t associated to a “product manufacturer,” we aren’t incentivized to sell someone’s special-of-the-month, and we aren’t confined by the small product shelves that dedicated sales channels are required to sell. Our business is to understand what matters most to you, and then bring our expertise and our industry powerhouse professional to help you get it.
Representation & Intellectual Audacity
Our sole focus is to represent your best interests. We operate beyond advice and put our energies into intelligent planning and then using our quiet affiliation with numerous industry and asset-class specialists to create solutions you may not have heard of before – it’s probably the reason our clients stay with us for decades. We didn’t aim to be big; we wanted to be the best. But doing that has made us big, and we have the attention of some of the brightest minds in the business.
Similar to large endowment funds like Yale and Harvard, we make sure that you have access to other asset classes that can further diversify your risks and opportunities. Intellectual investments tied with “unconventional” financial investments create breakthroughs that probably mirror the way you became successful in the first place.
Tip of the Iceberg
We have an Iceberg Business Structure. Most people see the public-facing elements that we allow to be visible, but have no awareness of the resources, relationships, planning depth and expertise we can bring to the planning table.
Our clients, however, come to know the full strength of those world-class resources as we judiciously bring appropriate and well-thought-out solutions to the table.
Our Process is Your Process
Our process for engaging is actually yours. It is designed to put the attention on you, your vision for the future, your values, your goals, and your plan. Stripping away the implicit conflict-of-interest that the industry struggles with, we simply focus on what will best serve you. We put it into a plan, and then we help you move toward it.
Regular reviews, monitoring, and reporting are table stakes and allow you to maintain both clarity and confidence in the path toward your goals.
IT’S NOT JUST KEVIN’S CLIENTS THAT THINK HE’S GOOD AT THIS:
Latest From Our Blog
The Differences Between an Investment Firm, a Private Banker, and an Independent Financial Advisor
Not all of your advisors can provide the financial services you need. Making informed financial decisions requires clarity and confidence. Here we look at the differences between an Investment Firm, a Private Banker, and an Independent Financial Advisor when it comes...
Delivering “peace of mind” to HNW clients ensures success
Kevin explains how delivering “peace of mind” to HNW clients ensures success:
Kevin Smith explains the work we do
Kevin Smith explains the work we do on InvestmentExecutive.com: Transitioning to a Family Office Business Model
Contact Us
ICON Advanced Capital & Estate Planning Inc.
3008 Dundas Street West
Toronto, ON M6P 1Z3
Call us at the office: 416.604.8753 or Toll Free at 1.877.604.8753
You can fax us too, at 416.604.0476
Email: adm@iapi.ca