Worth Knowing
Our primary objective is our clients’ satisfaction. Our financial consultants succeed when you do — so they are highly motivated to help you achieve your goals.
What We Do
At Stratos Wealth Management, we don’t believe in a one-size-fits-all model. Instead, we offer five different levels of service, so you can choose the one that best meets your individual needs.
Regardless of the plan you choose, we are committed to a comprehensive, three-step approach to client service. We begin by identifying your needs; we then develop a plan that will help meet your stated goals; and finally, we monitor your plan on an ongoing basis.
We tailor your financial plan to match your unique goals.
You get financial planning and investment advice designed with your own personal objectives, circumstances and comfort level in mind.
We listen to your needs and concerns, and make recommendations that are based on sound analysis, not on commissions.
You get unbiased recommendations to help achieve better, long-term performance.
We offer you access to investments that have low management expense ratios (MERs) and low or no fees, with transparent pricing.
What do we mean by transparent pricing?
Research shows that many investors don’t know how much they’re paying for the investment services they receive, and find it difficult to judge the impact that fees can have on their long-term returns1. At Stratos, we demystify fees with a clear and competitive pricing structure. Our straightforward, no-hidden-fees approach separates the service and investment product fee components, further simplifying service option choices for you.
1 Decima Research, August 2005
You get exclusive access to the MD Family of Funds (S-Class only), ranked among the top fund families in Canada - and, by investing in funds with low MERs, you keep more of what you invest.
We are guided by a disciplined investment philosophy that recognizes the importance of asset allocation and regular rebalancing.
You get the peace of mind that comes from knowing your investments are in capable hands.
We offer you face-to-face, personal service and access to a dedicated financial planner and other specialists (estate planning, insurance, discretionary management services).
You get a comprehensive financial plan that considers your needs and those of your family and is updated regularly.