bankingciooutlook

Wyatt Financial: Diversifying Portfolios for Increased Profit with Minimal Risk

David B. Wyatt, CFP, Senior Investment Advisor, Manulife Securities Incorporated & Life Insurance Advisor, Manulife Securities Insurance Inc., Wyatt FinancialDavid B. Wyatt, CFP, Senior Investment Advisor, Manulife Securities Incorporated & Life Insurance Advisor, Manulife Securities Insurance Inc.
Portfolio diversification is pivotal to increasing returns from investments and effectively reducing risks. Given the increasing market volatility triggered by the pandemic and raging inflation rates, it is prudent for investors to diversify their portfolios to weather the ups and downs of the market and create a smoother portfolio journey.

To achieve this, investors seek the expertise of an experienced financial planner capable of helping them achieve financial freedom and security.

This is where Wyatt Financial steps in.

With experience spanning three decades, Wyatt Financial has seen it all, done it all, and knows the best ways to help clients achieve desired returns with its wealth management, financial planning, and estate planning services.

Having grown over time with its investors, Wyatt Financial is committed to assisting clients throughout their investment journey. The company prioritizes clients’ financial strategies and helps them achieve their goals through comprehensive financial planning. When it comes to estate planning, Wyatt Financial works closely with its clients to identify tax-saving approaches relevant to their situation, reduce probate fees, and transfer their wealth in the most efficient manner.

To help clients achieve their shortand long-term portfolio goals, Wyatt Financial leverages its diversified asset allocation strategies that split investments among various asset categories, including fixed income and equity.

“Based on our in-depth research over the years, we have developed a solution consisting of a few high growth assets in small amounts, which are balanced with core holdings to provide proper diversification,” says David B. Wyatt, Senior Investment Advisor, Manulife Securities Incorporated.

Instead of basing its strategies on the investment amount, Wyatt Financial focuses on percentage allocation to pare back holdings, and brings it to a more neutral position if the portfolio exceeds the client’s risk tolerance level. This may allow investor’s portfolio to be less volatile and offer higher returns.

To help clients build a strong portfolio, Wyatt Financial adopts a holistic approach, beginning by taking a comprehensive look at a client’s assets, liabilities, income, and expenses to get a clear financial picture. The team then engages in elaborate discussions with clients to understand their objectives, provides them with options, and explains the pros and cons of each option. Based on the information, they tailor the solution according to the client’s risk profile and attune it to their short- and long-term goals.


Based on our in-depth research over the years, we have developed a model consisting of a few high growth assets in small amounts, which are balanced with core holdings to provide proper diversification

Once the investment strategy is in place, Wyatt Financial follows up with clients on a regular basis and even reaches out to them in advance when they notice an issue. To deliver its services in the most effective manner, Wyatt Financial houses dedicated teams that ensure smooth administration, monitor debt ratios, and handle any needs pertaining to tax, estate, and insurance planning.

“Performance is a key factor in evaluating an investment, and we consistently monitor the same for our clients. The best investment is not one that provides the highest returns over a time period, but one that performs consistently, in both good and bad times,” says David Wyatt.

As a Senior Investment Advisor and Life insurance advisor who holds a Certified Financial Planner® designation, David Wyatt has received several awards in recognition of his service to clients. With over three decades of experience in the financial services industry, he continues to take Wyatt Financial to new heights by providing expert and professional planning services.

Share this Article:
Top 10 Canada Wealth Management Service Companies - 2022
Wyatt Financial

About Wyatt Financial

Company
Wyatt Financial

Headquarters
Oakville, Ontario

Management
David B. Wyatt, CFP, Senior Investment Advisor, Manulife Securities Incorporated & Life Insurance Advisor, Manulife Securities Insurance Inc.

Description

Wyatt Financial is an experienced financial planning firm that helps clients achieve financial freedom and security through a diversified portfolio. The company’s team takes a comprehensive look at a client’s assets, liabilities, income, and expenses to get a clear financial picture and then tailors its model to choose investments and allocation percentages based on the client’s risk tolerance.