My role as a Financial Advisor is to move you forward by helping you make informed financial decisions. I have been in practice since 2006 and over the years, my team has applied our considerable skills to integrate all the elements of wealth – investments, tax, retirement savings, estate and insurance – into a written financial plan for every client that makes sense and achieves results.
Comprehensive Financial Planning
Let’s start by assessing what is important to you today and then looking ahead to what your goals are into the future – retirement planning, education planning, insurance and estate protection.
Building your portfolio
My approach to wealth management relies on a number of factors. I use investor profiling tools to assess comfort and capacity for risk. One person may be very comfortable with the possibility that their investments may fluctuate up or down by 10%, while another may never want to see the value of their investments go down, ever.
The other equally important component is “capacity for risk”. This is often not considered, yet it is critical. What does capacity for risk mean? Going back to my earlier example, you may be comfortable with the possibility that your investments could go down temporarily by 10%, but what if it represents a significant portion of your savings? That means that your capacity for risk cannot withstand a drop of 10% in value and this is taken into consideration in our analysis and recommendations for a balanced portfolio that fits your needs.
As an independent Financial Advisor, I am equipped to provide you with the full range of investment products. There are many choices today and not every product is created equal. Costs are a factor in my analysis too. The bottom line is that you can expect excellent investment products at very competitive pricing.
GP Wealth Signature Service Platform
Designed with the investor in mind, this is not your typical investment account. It’s a premium asset management service that gives you access to all the services, advice, and investment options you need to meet your financial goals. There are no commissions to pay. Instead, there is a monthly advisory fee as a percentage of your account – full transparency. Advisory fees are calculated on a sliding scale, which means as assets grow, the fee rate decreases. With this platform, it makes a lot of sense to consolidate all of your assets.
My goal is to protect your assets while maximizing opportunities for growth. Let’s get started. You can contact me at 705.639.5473 or by email at dhughes@gpwealth.ca.
Awards
- GPWealth 2020 Financial Advisor of the year
- GPWealth Presidents Club for 2020 and 2021
Other things to know about me
Community and charity are important to me. I’m very active in my community as a sponsor of the Peterborough Ice Kats Girls Hockey Club, Norwood Minor Sports Hockey and the Peterborough Power Basketball Club, in addition to coaching the Peterborough Power Boys Rep Basketball team.