YAMAGUCHI LAURENTIAN SECURITIES
At Yamaguchi Laurentian Securities, we believe that success breeds success.
As a client of Yamaguchi Laurentian Securities, you will gain access to the capabilities and resources of one of the most versatile and innovative financial institutions.
The strengths of our approach to wealth management is reinforced by your Yamaguchi Laurentian Securities advisor and the highly personalized relationship that will develop as you navigate the many challenges faced over a lifetime of wealth management.
What separates Yamaguchi Laurentian Securities from many other firms is that we see financial planning and wealth management not as one off, or occasional events, but as a continuous process.
Your Yamaguchi Laurentian Securities advisor.
Your Yamaguchi Laurentian Securities advisor is your personal finance professional. He or she provide you with a single reliable contact point and who will make the entirety of Yamaguchi Laurentian Securities expertise and all of our professionals, including those of our partners and affiliates, available to you and your family so that you can best achieve your unique financial objectives.
We commit to you and your family.
At Yamaguchi Laurentian Securities, we believe that success breeds success. Focussing on your success today ensures our success long into the future. We look to develop long term relationships not just with you, our client, today, but with your children long into the future.
This focus has led us develop valuable estate planning acumen and an understanding of the concerns that high net worth families encounter. Through developing a long term relationship with you, we can help to address the current requirements of you and your family and be prepared for the needs of future generations.
At Yamaguchi Laurentian Securities, our client discovery process is one that we regularly revisit, to ensure that as your life changes, we recognize that and your financial plan changes with it. In addition, new avenues and opportunities to achieve your and your family’s financial goals are consistently going to present themselves.
Stage One: Discovery.
Your Yamaguchi Laurentian Securities advisor will help you to define in as much detail as possible what your current financial situation is, what your core beliefs regarding investing are and what is most important to you and to your loved ones. They will be there to guide you through defining what your long term needs are, your financial goals and the timeframe within which to achieve them.
Stage Two: Development.
Your Yamaguchi Laurentian Securities advisor will assemble a team of expert investment and financial professionals to realize these goals. They will develop solutions relevant to your individual situation and investment objectives.
Stage Three: Delivery.
These investment solutions are put into action with your Yamaguchi Laurentian Securities advisor keeping in regular contact and maintaining the service levels that we have become known for. He or she will serve you, understanding your current and anticipating your future needs, while acting as your gateway to the entire Yamaguchi Laurentian Securities organization.