Evolution of the Plan
Aura’s expectation of our clients is that they be available at least annually for a comprehensive review of their plan. We commit to being personally available at any time to answer any questions you may have. Market updates and portfolio reviews are emailed to our clients quarterly.
Aura Wealth Management’s expertise centres on holistic financial planning with a specialization in tax efficient investment strategies for businesses, professionals and their families. We provide our clientele with financial, investment and estate plans tailored specifically for the life goals and financial needs of each individual or group. Our customized solutions have provided many with the necessary tools to solve both simple and complex financial dilemmas.
Accountants, lawyers or any other professionals you work with are consulted before implementing your plan; coordination is crucial. Aura believes it is imperative that any plan has the input of everyone you work with. If you don’t have professionals helping you, we can refer you to someone who holds the same values as Aura Wealth Management.
Your plan is a living document, a timeline of your life and the events that surround it. And because life is always changing so should your plan. Aura Wealth Management has processes in place to make sure your plan never falls out of sync with your life.
As clients you can expect to receive the following reports:
- Standard monthly statements produced by Raymond James Ltd. that include all detailed account activity during the month
- Comprehensive consolidated quarterly reporting package that includes fees paid, overall portfolio performance, consolidated list of holdings and manager commentary
- Annual projected income schedule produced by Raymond James Ltd.
- Secure online account access available through Raymond James’ web portal
- Holdings reports and income schedules available by request on any business day