Our
Services
Personal Finance
Whether you’re an individual or a business, we offer strategic guidance in investment planning, wealth management, risk assessment, retirement strategies and solutions to any other unique financial challenges that you face. With us, you’ll gain the clarity and confidence needed to navigate the financial landscape and achieve your goals. Contact us today and let’s embark on your journey to financial prosperity together.
Financial Consulting
Retirement Planning
Tax Optimization
Money Management
Our Authentic Core Portfolio Model is designed to manage the primary savings & investments of clients. Individual client accounts including RRSPs & TFSAs are managed by Authentic. The Core Portfolio Model is suitable for a range of clients seeking a 6% longer run rate of return with moderate risk tolerance. The portfolio strategically & tactically blends a selection of global equities with cash to invest in market opportunities and mitigate risks. It seeks to provide a reliable pathway for clients to achieve financial growth with peace of mind that their money is being managed by an expert.
Consulting
Financial institutions are in a constant state of flux, to maintain what they have, to pivot, to grow. Adaptation is key to sustaining and expanding success. We leverage our deep-rooted experience and industry insights to help institutions optimize their operations and achieve sustainable growth in today’s competitive market. Collaborating closely with our clients, we offer guidance on changes in strategy, organization, and process, empowering them to navigate complexities and seize opportunities for growth.
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