Services

Risk management is the practice of implementing wealth preservation strategies that reduce a client’s exposure to operational, legal or market risk—akin to the old adage “don’t put all your eggs in one basket.” Strategies to manage your risk range from operational safety practices, to investment diversification, to review of insurance coverage, and often to the creation of corporate structures which separate investment activities from active business activities.

Office locations offering risk-management services:
Bonnyville, Cold Lake and Edmonton

Risk Management Services:

  • Review of risk management activities
  • Investment diversification
  • Review of insurance coverage
  • Creation or optimization of corporate structures
  • Assistance Shareholder Agreements, buy-sell agreements
  • Assistance with life and critical illness insurance planning

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