Visionvest Financial Planning & Services is a White Rock-based financial advisory firm, founded by Arnold Machel and operating since 1995. At Visionvest Financial Planning & Services our mission is simple: to effect positive change in the financial lives of our clients. To that end we provide personalized financial advice designed to minimize the long term financial concerns of our clients and the
ir families while maximizing their security and helping with their retirement income planning. Arnold Machel understands that every client has unique needs. “Our role is to help you make wise and well-informed decisions about your (and your family’s) finances - providing you with greater financial independence, peace of mind, and security.”
Our investment strategies enhance your success by establishing a growing portfolio that optimizes returns and lowers volatility. By looking at your overall picture we are able to take advantage of your unique situation while addressing your unique goals and concerns. Tax considerations shouldn’t be the sole driver of your investment or estate planning decisions, but they should be carefully reviewed and taken into account. By understanding your unique situation we can work towards having government systems help, rather than hinder, your overall financial plan. We use the services of some of the best investment management firms in the country giving our clients access to leading investment professionals who are not usually available to individual investors. They execute the investment strategies dictated by your personal plan
By taking advantage of investment management services that use a disciplined pension style approach we are able to create portfolios designed to minimize day-to-day and year-to-year volatility while maximizing potential growth. Our clientele are prudent investors who consist largely of 2 groups:
Individuals and families who are primarily concerned about maintaining their lifestyle. They are already financially successful and would typically have an average portfolio size of $500,000. These fall mainly into 2 subgroups: retirees (who have built up their wealth over time) and windfall recipients (such as inheritors, widowed individuals, and divorcees). Business owners and professionals (including physicians and dentists) who are primarily concerned with growing their wealth and making wise decisions with their hard earned savings. They are financially successful, experienced, and prudent investors with a smaller average portfolio size of $100,000, but with the ability to maximize their RRSP contributions each year. While each of our clients is unique, they all have one thing in common: They want unbiased and impartial advice from experienced professionals. Our clients look to us to preserve their capital and provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and it’s up to us to guide them toward financial security in retirement.
*Insurance products are not available through Investment Planning Counsel and are available through Visionvest Financial Planning & Services Inc.
