What is included?

Important factors that you must consider when making a decision on hiring a trusted professional to look after your hard earned money are making sure they have the right credentials, experience, and communication skills.

At LK Wealth Management, our team consisting of Konrad Kopacz as a Portfolio Manager and Justin Lim as an Investment and Insurance Advisor and Merriel Dean as an Investment Associate are here to help you with planning out your financial future and customizing a plan that is personal to you.

Our Commitment to Providing Value

As part of your all-inclusive account fee, we are pleased to offer you a wide range of investment and wealth management services.

Wealth Management Services

  • Learn what is important to you and clearly explain our process and philosophy
  • Collect and review all information and documentation (investments, wills, trusts, corporate structures, insurance, and financial accounts)
  • Clarify and define goals and objectives as well as potential obstacles along the way
  • Establish your needs for tax, estate, insurance, and advanced financial planning strategies (trusts, corporate structures)
  • Build a financial plan that encompasses the key aspects of your life and provides a clear roadmap to achieving your goals
  • Collaborate with your existing professional advisors, such as lawyers and accountants, to integrate your financial plan
  • Monitor progress and update financial plan accordingly
  • Financial Snapshot Wealth Management Report
  • Business succession planning involving active family members with the coordination of our M&A team
  • Access to your accounts through our online private client website, providing secure 24/7 account access.
  • Paperless eStatements are available to reduce the paperwork you receive and also help reduce environmental impact

Investment Portfolio Solutions

  • Determine your tolerance for risk and market fluctuation
  • Build customized investment portfolios, with regular monitoring, rebalancing, and scheduled reviews
  • Provide research, commentary, and information on specific holdings and global markets
  • Provide portfolio managed solutions through the SMA program.
  • Access to global publically traded investment products such as; equities, preferred shares, exchange-traded funds (ETF’s), mutual funds, structured products, private placements, IPO’s, fixed income and hedge funds
  • Access to global alternative investment products, private equity, venture capital, private fixed income, alternative (OM) funds, real estate, real estate lending, infrastructure, and other business lending.

Corporate Services

  • FX Services (Hedging account receivables derived from other currencies)
  • Employee stock options
  • Group retirement plans

*Insurance products and services are offered through Chevron Wealth Preservation Inc.

Measurable Value

There are four measurable contributions besides investment returns that advisors bring to their clients based on extensive studies.

  1. Portfolio rebalancing adds 0.30% of value.
  2. Financial planning adds 0.60% of value.
  3. Behavioural coaching adds 1.30% of value.
  4. Managing efficient drawdown of capital adds 0.70% of value

Based on conservative industry research, a good advisor(s) will add approximately 2.90% of added value to your overall financial well-being outside of the market return of your investments.

Peace of mind

The Benefits of Financial Planning

The Question: “Yes, I feel confident that my financial affairs are on track.“

Investors with a Plan: 81% are confident

Investors with No Financial Plan: Only 44% are confident.

It does not only pay to have a financial plan, but it also lets you sleep at night knowing your financial affairs are in order and on track.

Having access to a team

Unlike dealing with one advisor that is usually a generalist in their field. The best potential of fulfilling your goals and objectives is having a team of advisors that can each specialize in a specific area of helping you plan your future.

At LK Wealth Management, our team works around the clock and is available to you when you need us. No matter what sudden changes impact your life, you can rest assured we are available to guide you through at your convenience.