“Secure Your Financial Future”
We are professional wealth managers who work to enhance the income, growth and tax-favoured treatment of your long-term investments.
There are a number of key steps in our advisory process:
1. Opening client contact
2. Fact find leading to tailored portfolio
3. Client lodges funds into BNY Mellon Pershing
4. Seaspray places orders on behalf of client
5. Executed portfolio is cleared for client on Pershing
See regulation statement on each Service page.
We will consider adverse impacts of investment decisions on sustainability factors in our investment and insurance-based Investment advice.
We will gather your preferences of Sustainable Investing and build them into our Statement of Suitability for you. Ultimately, it is the Product Producers we have agencies with that build the Investment Products we advise on, and it will be their documentation we are relying on when advising you on Sustainable investments. All information re Sustainable Finance Disclosures will be adhered to by the Product Producers and their brochures and documents will outline their disclosures.