eMoney Advisor – Personal Portfolio

Director: Jeffrey BerryDesigner/Animator: Kyle Lundy, Adam Maruszan, Mathieu Champagne, Ahmad Ajouz

Does managing your family sometimes feel like you’re running a small enterprise?

Every week filled with decisions, logistics, and deadlines.

If you’re the primary manager of your family’s investments, you may be putting your estate at risk…

…If your spouse doesn’t understand the basics of money management.

What if you can provide your spouse with an understanding of cash flow…

…investing…

…and income preservation?

Now you can. Introducing Personal portfolio.

A unique way for your spouse to learn how to manage and monitor their money.

Here’s how it works. A specific amount, determined by you, is put into a separate account for your spouse to oversee.

With guidance and instruction we’ll advise them how to build their own investment portfolio.

Next, we’ll provide your spouse with their personal financial website. Here they can track their budget, and watch their investments. The data is secure, accessible, and always up to date.

You can learn about your spouse’s financial behavior. Are they a saver?

Or a spender?

Organized?

Or undisciplined?

How your spouse handles wealth is important to know…

…when planning for their future.

Personal portfolio provides your spouse a unique combination of guidance, education, and online monitoring.

A valuable gift that could last for generations.

Ask us how to setup your spouses Personal portfolio.