50 Coreslab Dr
Flamborough, L9H 0B2


Or Toll Free: 1-800-317-9224

  • Linked In

©2017 by Four Point Financial   Local SEO By Klusster Media

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other Products and Services are offered through Four Point Financial Inc.  Privacy & Disclaimer


Please reload


Please reload

What is Private Wealth Management?

November 10, 2017

Sometimes, people have multiple assets. They may have a private business, they may have investments in other private businesses and multiple pieces of real estate.


If this is the case, you may want to consider Private Wealth where you have a separately managed portfolio for your stock and bond investments.




When you start to develop a portfolio of a certain size, having your assets in mutual funds no longer allows you to customize your tax strategies and manage the cash flow from your capital gains or losses.  When you are in mutual funds, you might be taking the tax decisions of the manager of the portfolio you are invested in.


Secondly, as your wealth grows, there are often opportunities to reduce your relative fees.  


Four Point Financial works with a collection of Private Wealth Managers to provide our clients TRULY CUSTOMIZED  WEALTH MANAGEMENT.

Please reload

Recent Posts

August 31, 2017

Please reload