At Hoesgen Investment Partners, we put our clients first. We understand that you are unique and your financial goals require tailored investment solutions. In order to better serve you, our advisors take the time to get to know you and your investment philosophy.
Whether you are growing your investments, planning for the future, saving for loved ones or giving back to the community, we have the proper investment vehicle to help you reach your goals. Our comprehensive range of products and solutions allow us to develop a financial strategy that’s right for your investment needs. At Hoesgen Investment Partners, we pride ourselves for having an in-depth knowledge of all wealth management products at Canaccord Genuity Wealth Management and connecting those products to the right clients.
Simplified Wealth Management
In volatile markets, active management of portfolios becomes the most important aspect for investors. Our three investment advisors are constantly watching accounts so clients don’t have to spend their valuable time doing so. Since the market is time-sensitive, we relay investment ideas to investors immediately and execute their orders promptly. We actively manage portfolios with increased transparency into how clients’ portfolios are being constructed and how their portfolio is performing. Along with monthly, quarterly, and on-time financial statements, our group frequently updates clients about their accounts and holdings.
Wealth and Estate Planning Services
Our clients benefit from the services of Paul Marion, Senior VP of Canaccord Genuity Wealth & Estate Planning Services Ltd. We have partnered with him in order to provide full financial services to all our clients. This optional service puts clients through a full wealth and estate planning review. Paul, a Chartered Life Underwriter, develops a road map of where you are situated versus your goals and objectives.
At Hoesgen Investment Partners, we encourage clients to use tax-reduction vehicles available at Canaccord Genuity Wealth Management. Our institution gives clients the flexibility to choose between Government of Canada’s tools to help clients reduce their tax burden. Some of the tools utilized by our group include Registered Retirement Savings Plan (RRSPs), Registered Education Savings Plans (RESPs), Tax-Free Savings Accounts (TFSAs), and Registered Retirement Income Funds (RRIFs). With great knowledge of these investment vehicles, we are able to manage clients’ tax burden effectively.
For high net worth clients, Hoesgen Investment Partners connect clients in need of tax planning with Paul Marion, Senior VP of canaccord Genuity Wealth and Estate Planning Services Ltd. His expertise in tax and risk reduction has allowed him to develop profitable financial plans for most our clients. In some cases, Paul has been able to completely eliminate taxes for clients. This optional service is available to all of our clients and is highly recommended by Canaccord Genuity Wealth Management.
In order to protect your wealth and estate, Canaccord Genuity Wealth Management offers insurance services including life, disability, critical illness and long-term care. Clients at Hoesgen Investment Partners are advised on the proper insurance for their needs by Paul Marion. Alongside wealth, estate and tax planning, his previous career includes product development for some of Canada’s largest insurance firms. Paul ensures that insurance contracts provide the appropriate level of protection based on the clients’ needs.
The Canaccord Complete Investment Counseling Program offers clients with access to a full suite of professional investment management programs and accounts. With a minimum investment of $100,000, clients have the access to the same level of knowledge, experience and discipline as institutional investors and pension funds. To learn more about Canaccord Complete Investment Counseling Program, please click here.
If you would like to know more about our approach to Portfolio Construction, Wealth Management, & Estate Planning, call us at 604.643.7705 or email us at firstname.lastname@example.org.
To view testimonials from our clients, please click here.
*Offered through Canaccord Genuity Wealth & Estate Planning Services Ltd.