OUR PHILOSOPHY
We believe that in order to help our clients “Secure their Financial Future” there are a number of steps that must be followed.
We are professional wealth managers who work to enhance the income, growth and tax-favoured treatment of your long-term investments.
We are dedicated to providing a full suite of world class financial services to high net worth individuals and their families as well as family offices.
- Advisory portfolio management
- Asset Allocation
- Inheritance and insurance planning
- Portfolio structuring
- Traditional brokerage
- Structured products
- Discretionary Portfolio management is available in association with our partners
As our private wealth clients have broad based needs, Seaspray Financial leverages our relationships and partners to bring you a global service.
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
