Most financial or advisory companies sell products. Whether it is life insurance or a RRSP, the idea of personal service, daily management and in-depth analysis is not just foreign it is outright rejected. Budovitch Legacy Planning created its Concierge Service to combat this and to offer valued clients the comfort that their investments and legacies are managed daily, and that they aren’t just shuffled off to an inexperienced advisor once they sign on.

• We strategically do what is best for you in terms of your finances, taxes, estate and income
• We work with other relevant professionals that are on your team
• We provide annual reporting
• We provide reporting to your professionals on an annual basis
• We inform you of other money making opportunities and ideas
• We connect you with other top professionals
• We have the ability to manage your banking needs
• We provide “Crystal Reports” on request, which succinctly outlines all of your holdings