Comprehensive Investment Planning

You and a BRW Group Financial Advisor will do a comprehensive review of your entire financial landscape. This assessment will help cultivate a customized plan that will reflect your unique financial objectives, in coordination with your life stage and dynamics in the marketplace.

This in–depth plan involves an analytical component called the Envision® process. Envision allows us to perform multiple scenarios to help identify your "target zone" and "probability of success," enabling you to consider a range of outcomes.

These tools and planning insights can help define a realistic vision of your future, outline a strategic path to reach your goals and anticipate the unexpected scenarios you might encounter along the way.

The BRW Group will then develop an investment strategy tailored specifically to your needs and goals, and will align your investments to help meet each of your objectives.

Informed by your unique fears, hopes and deeply held principles, your plan serves as a blueprint to guide your financial decisions for the future.

The Envision Investment Planning Process Helps Clients Stay on Track »

The Envision® Planning Process Helps Clients Stay on Track

98% know where they stand in reaching their financial goals
95% feel they are able to live the life they planned
93% say they will retire on their own terms
92% feel in control of their finances

IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.