Unlock Your Financial Potential
Expert Personal Financial Consultation
Book a 1-on-1 session today with Duncan Webster, CFA, CFP, FCSI an industry veteran with over 35 years of experience in the financial services industry.
About Duncan
Founder & CEO
Duncan Webster, CFA, CFP, FCSI is a financial services industry veteran, known for his expertise in investment strategy and advice. Prior to founding Authentic in 2014, Duncan was the Chief Investment Officer & Head, and a Board Member of CIBC Global Asset Management & CIBC Private Investment Counsel.
Why Work With Authentic?
Over the years, I have found that there continues to be a large gap between people’s financial goals and aspirations, and how they plan their finances and manage their investments.
Sometimes this is simply due to the lack of time people take to make the most of it. They feel their time is better invested elsewhere. Often times, it is because people end up taking “advice”, and getting in to financial arrangements, through some simple past encounter that is not optimal for their needs now. It is surprisingly common for people to invest where they bank, just because they bank there, and to use an investment advisor that they somehow “inherited”, and never actually chose for themselves.
I founded Authentic with the firm belief that top-notch financial consulting and advice should be readily accessible to individuals and families. Here we are. You just need to choose to it – and you will receive it.
Some common questions that I might help you with include:
- How can I worry less about my financial situation?
- Am I saving enough for retirement?
- How should I be investing my savings?
- How much money will I have based on current savings and investments?
- Should I prioritize TFSA or RRSP?
- How can I simplify my finances?
- How can I ensure my estate is planned properly?
- How do I plan for long-term care needs?
- Everything else related to financial well being….
Feel free to connect with me for a “No strings attached” Consultation for a better financial future!
DUNCAN’S Qualifications & Experience
Over 35 years of Global Investment Management Experience.
Education
- B.Comm (with Great Distinction) – McGill University
- M.Sc. Economics – London School of Economics
- CFA – CFA Institute
- CFP – FP Canada
Experience
- Board Member & Chief Investment Officer – CIBC Global Asset Management
- Investment Management Board, Head of Portfolio Strategy & Capital Markets – Allianz Investment Management
Recognition
- Fellow of the Canadian Securities Institute (FCSI)
- Former Board Member – University of Victoria Endowment Foundation
Consultation Pricing Plans
Free Consultation
To become acquainted, our first consultation is free. Let us know what’s on our mind and we’ll discuss how we can help.
Free
Get Acquainted
Share Your Concerns
How We Can Help
Agree Next Steps
$0
Your Financial Journey
Projection of your complete financial journey based on a comprehensive analysis of your assets, liabilities, incomes, expenses, goals & needs. Scenario & what-if analysis to help you choose between competing long term goals.
Great Value Proposition
Explore Aspirations & Challenges
Comprehensive Financial Analysis
Scenario & What-If Analysis
Customized Financial Journey
Individuals
$3500
$1399
Joint
$4500
$1999
Portfolio Check Up
Examine your investment portfolio(s) and provide perspectives based on experience with rates of return, risks, costs, and suitability. Helpful for self-directed investors and those seeking an independent third-party opinion.
Discovery - Personal Circumstances
Investment Discussion
Portfolio Sharing & Review
Follow-Up Discussion
Findings & Perspectives
$3000
$1199
Investment Mentorship
Four hours of 1:1 mentorship, sharing knowledge and experience on investment matters that interest you. For investment beginners who want to understand key concepts relevant to them, and those passionate about dialoguing about investing.
Optimize Your Time
Learn What Matters To You
High Level Or Detailed
Safe Environment
Personalized & Private
$2400
$999
On-Demand Consultation
Book an hour when you want an independent perspective on something. What do you think? Does this make sense? Can you please explain this to me? What pros and cons do you see with this? I’m stuck, what do I do next?
At Your Service
One-On-One (Remote Or In-Person)
Independent Advice
Focused On Helping You
Ongoing Relationship
$600/hr
$299/hr
Questions We Help Clients Answer!
Explore some of the most common scenarios where we see clients benefitting from our financial consultation services. While every situation is unique, the following scenarios are intended to provide you some insight into how we help our clients navigate challenges.
Am I in a comfortable position for retirement?
We assist clients by looking into the assumptions and making projections to determine the likelihood and degree of being able to enjoy a comfortable retirement.
Can I retire early considering my financial position?
Clients often come to us with a retirement age in mind and we can assess the viability of doing so relative to retiring at a later date.
Should I invest in real estate or an equity oriented portfolio?
We assist clients by considering the pros and cons of investments in real estate relative to financial market investments. We approach this question based on client-specific circumstances.
What should be my optimum withdrawal strategy?
Clients often have a mix of non registered and registered accounts coupled with retirement benefits and would like to understant how to prioritize their withdrawals over time.
How do I plan to move/ occasionally live in another country?
We help clients consider how to manage their affairs when they express an interest to spend more time abroad.
Is my investment portfolio aligned with my retirement goals?
We discuss the suitability of investment with clients and ensure that they have realistic expectations and understand the importance of a sound investment approach.
I have come into some money (inheritance, windfall). What adjustments might I make?
When clients come into money they are suddenly considering several different options on how to deploy the money. We help clients prudently review their options.
What Our Clients Say
Our Consulting Services
Customized Financial Journey
We work with clients to develop their financial journey taking into full consideration their financial circumstances, expectations and aspirations.
Scenario & What-If Analysis
We develop scenarios to help clients make better decisions about their financial future. We also conduct what-if analysis to help clients understand their risks.
Outlook & Actionable Insights
Provide clients with a sense of financial well being and direction based on actionable insights and projected outlook.
Professional Support Is Just A Call Away!
Don’t wait any longer to achieve your financial goals. Contact us today to schedule your consultation and start your journey towards financial success. Trust is Our Currency!