Wealth Management

The financial market has a variety of investment options to suit each and every type of investor.
At Chippingham Financial Group, our advisors will assist you in developing the perfect plan.

Chippingham’s private wealth management approach is to focus on you first and foremost.  Tell us what you need and want to know. Chippingham has a vast supply of resources such as stocks commodities, options, futures, mutual funds, ETFs, fixed income products.

What is your life plan, what are your goals?  The answer to this is usually non-financial. The creation of wealth is a tool that enables you to meet those life goals and needs.

Chippingham can help you take the mystery out of investing and managing your wealth.   Our professional Investment Advisors can help you incorporate financial planning, investment portfolio management and create strategies and solutions to meet your investment goals, retirement, education saving needs and the kind of legacy you want to leave.

The Basic Steps

1. Set Your Goals

• What are your life and financial goals and when do you hope to achieve them?

2. Determine Where You Stand

• What assets and savings do you have?
• What are your expenses & liabilities?
• Do you have a debt repayment plan?
• Are you self-employed
• How much do you earn? How much do you spend? How much are you saving?

3. Know Your Investing Objective, Knowledge and Preference

• What types of investment experience do you have?
• What types of investment products interest you?
• What’s your objective – growth, income, speculate or capital protection?
• How much risk can you tolerate?
• How much do you expect to make on your investment?

4. Understanding Your Time Horizon

• What is your timeline?
• What intermediate events do you want or expect to happen along the way?
• Are you ready for the long term?
• What is your goal and plan for your legacy?

5. Understand Your Risk Tolerance

• Do you understand the risks of investing?
• How much can you afford to lose?
• What do you need to protect and preserve?
• Do you understand the risk-return relationship?

6. Understand Your Other Financial Needs Beyond Investing

• Chippingham can also assist you with finding the right professionals for your other needs.
• Do you have an emergency fund?
• Do you need tax or insurance services?
• Is your estate plan up to date?
• Are you ready for the changing needs of your elderly parents, sending your children to university, or planning for a wedding?

7. Talk with a Chippingham Financial Group Investment Advisor

• Be specific and realistic
• Ask us any of and all your questions
• Tell us your goals and where you stand.
• Outline your goals, objectives, strategies, expectations, time horizon, risk level, investment types and
• Create your investment plan

8. Know Your Product Options

• Do you know what kind of account you need?
i. Cash, margin, RRSP, RRIF, TFSA
• Do you understand the different investment products?
i. Stocks, preferred shares, options, mutual funds, ETFs, futures, GICs, debentures, REITs, and bonds

9. Choose Your Investments

• How well does your asset mix meet your goals?
• Are you diversified enough to meet your risk tolerance?
• Your Investment Advisor will help you select an asset mix and products types for your investment plan.

10. Track Your Progress

• How is it performing?
• Are you reading and understanding your account statements?

We Are a National Financial Services Firm Focused on Clients' Needs First

The financial market has a variety of investment options to suit each and every type of investor. At Chippingham Financial Group, our advisors will assist you in
developing the perfect plan to satisfy your investment objectives.