Campbell Financial Advisors is an independent private wealth and estate planning firm, located in Port Hope serving successful clients in Whitby, Oshawa and Port Hope areas. As a professional and caring independent financial advisor, Steve will help guide you through potential decisions via knowledgeable, unbiased, results-based strategies for Personal Financial Planning and Business Financial Planning.
Steve Campbell is a Chartered Financial Consultant (CH.F.C.) and Chartered Life Underwriter (CLU), with over 40 years of knowledge, serving clients Retirement Income Planning, Estate Planning and Investment Management needs. Our investment planning process is based on client's having a minimum of $350,000 of investable family assets.
Steve Campbell is a Chartered Financial Consultant (CH.F.C.) and Chartered Life Underwriter (CLU), with over 40 years of knowledge, serving clients Retirement Income Planning, Estate Planning and Investment Management needs. Our investment planning process is based on client's having a minimum of $350,000 of investable family assets.
Services
Is multi-generational wealth transfer important to you and your family? What percentage of your estate do you want Canada Revenue Agency to keep? Do you realize that Canada Revenue will be a partner in your estate (business, cottage, real estate, RRSP's, RRIF's and other assets) upon your passing? Where will the money come from to pay Canada Revenue? Do you want to be forced to liquidate your hard earned assets just to pay taxes?
Peace of Mind Investing. Helping you maximize and secure your hard earned investments with a comprehensive, personalized, diversified investment strategy. By providing a Pension Style approach, you benefit with the focus on managing risk and capital preservation. Clients complete a "Personal Investor (Risk) Profile Questionnaire" to identify your comfort zone of investing.
Just as surgeons do not operate on themselves, wealthy people usually do not invest their own money. They have investment professionals manage their money for them. I bring specialized experts together on your behalf, to create diversified, personalized strategies for investment and estate planning.
Client investment portfolios are managed to preserve wealth and to minimize risk through conservative, consistent wealth management. Campbell Financial Advisors, ensures dedicated portfolio advisory teams for the discerning investor looking for new ideas, with a value-added - client centred focus. Personalized discretionary strategies for your investment portfolio is guided by an individualized investment policy statement.
Wealth management is at the core of Alexandria Bancorp's business. Their ultimate parent company, Guardian Capital Group Limited, is publicly listed in Canada and has been in the wealth management business since 1962. Through offices in the Cayman Islands and Barbados, Alexandria has the financial strength you expect while providing you with the personal service you deserve.
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