Skip to main content

Discipline In Action

See how a wealth of thinking benefits clients through our disciplined approach to investing, portfolio management and helping clients understand how their investment strategy can support their financial future.

Our proprietary Asset Forecasting Analysis

December 30, 2020

 

We help clients understand how future investment returns may affect their ability to meet their long-term financial objectives.

As an outcome-oriented firm, we focus on working together with clients to help them understand how future investment returns may affect their ability to meet their long-term financial objectives. For this reason, we developed the Asset Forecasting Analysis; a step-by-step investment planning process that combines each client’s unique objectives and financial situations with our views of current and future market and economic environments.

We use the Asset Forecasting Analysis to guide our clients' expectations in matters such as when they might afford to retire, how much they could expect to spend in retirement, or how much and how often they can donate to causes that are important to them–in short, we help them 'pre-experience' their future wealth under various scenarios. This means, as a client, you can be confident knowing that decisions you make are supported by our rigorous analysis that assesses outcomes for a wide range of market conditions.

By sharing our calculated and thoughtful approach with clients, we believe it improves the likelihood of each client meeting his or her desired investment outcomes.

 

Want to learn more?

Are you interested in what an Asset Forecasting Analysis might indicate about your financial future? If so, please get in touch.

Thank you for your message. Someone from our team will be in touch. Loading animation
Your Details

Get in touch

For security purposes, do not include any personal information such as account numbers, addresses, or social insurance numbers in your message.

 

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The specified form no longer exists or is currently unpublished.

Jeff Guise
Managing Director, 
Chief Investment Officer

The specified form no longer exists or is currently unpublished.
Andrew Henry headshot

Andrew Henry

Thank you for getting in touch. I will get back to you shortly. Loading animation
Your Details

Let's stay connected

Subscribe to receive our quarterly email update and stay connected with everything new that's happening at CC&L Private Capital.