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SafeBridge Private Wealth

Build and protect your capital

An unforeseen boom in several asset sectors, including real estate and parts of the stock market, continues to produce huge gains for those in a position to take advantage of the opportunity.

But savvy investors and wealth management experts like those at SafeBridge Private Wealth are beginning to question the likelihood of the inevitable course correction. To quote billionaire Warren Buffet, a winning strategy is to “simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.”

While most believe there isn’t quite “impending doom,” there is growing confidence by many that there will be a slow-down in the economy on several levels, likely accompanied by rising taxes and eventually interest rates in order to stabilize the economy as whole. This is particularly likely given the unforeseen levels of government spending.

“You don’t have to be the most astute investor or wealthiest person in the world to realize that when real estate spending and prices are at all time highs and the stock market is on a continual climb upwards, at some point something has to give,” explains Chris Karam, founder and Managing Partner of SafeBridge Private Wealth. “History has proved that our markets work in cycles. It’s a matter of when the market adjustments will occur, and how significant they will be.”

SafeBridge Private Wealth specializes in helping emerging and affluent high-net-worth families stay on their financial growth trajectory. They do this by helping their clients build their wealth, protect it from market volatility and tax erosion, and multiply their legacy.

Their clients can have access to unique strategies and products that aren’t available through the traditional financial model.

“We do that in a couple of ways,” says Chris. “Including uniquely designed life insurance and strategies, and our private investment council partnerships. Our entire mandate is to preserve capital to minimize the downside, but still maximize the upside at every turn.”

Chris has spent more than two decades in the financial sector, working with clients across Canada and finding solutions to their needs. A professional advisor can help you grow your wealth tax free, create tax-free access or income, and enhance and protect your legacy.

“Everyone has a certain amount of capital they want to grow consistently and intentionally with as little risk as possible,” he says. “It’s about understanding how much of your capital you want to protect from market volatility and tax loss, and how much you want to keep liquid for higher risk opportunities. In either case, we can help develop strategies to suit your needs.”

TEXT CHRIS OCCHIUZZI | PHOTOS ANDREW FEARMAN

www.SafeBridgePW.com

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