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Resources likes our Client Consultation Group (CCG)<\/strong> specialize in high-net-worth clients with complex needs. This team of wealth strategists at our headquarters can serve as a sounding board for your ideas and help build on current strategies already in place. But the client relationships and assets never leave your branch. CCG can provide guidance and insight from other professionals, such as CPAs and lawyers, who are part of the client team.<\/p>\n Some common topics CCG can help with include:<\/p>\n Edward Jones Guided Portfolios\u00ae is a non-discretionary, fee-based program that starts with a well-thought-out strategy, structured investment guidelines, and a defined and regular review process to keep clients on track with their long-term financial goals. Financial advisors will help clients prioritize their financial goals, build both a portfolio and investment strategy that are tailored to these goals, and conduct regular reviews to ensure clients stay on track as they experience changes in their lives.<\/p>\n For investors who seek to take a step back from their day-to-day investment decision-making, the Edward Jones Portfolio Program\u00ae can help clients meet their long-term portfolio objectives. This is a comprehensive managed investment program that combines a personal investment strategy and professional portfolio management driven by a global asset manager, SEI, so that client portfolio objectives may be attained. Critical investment decisions such as strategic asset allocation, portfolio construction, on-going portfolio monitoring and re-balancing are assigned to investment professionals, so clients have the time to focus on the things that are important to them. [av_textblock size=” font_color=” color=” custom_class=’pb40′]<\/p>\n Payout Annuities RESPs<\/p>\n Common Stocks<\/p>\n Bonds RRSPs\/RRIFs Life Insurance Estate Considerations Retirement Plans Client Consultation Group (CCG) [\/av_textblock]<\/p>\n [\/av_three_fourth][av_one_fourth min_height=” vertical_alignment=’av-align-top’ space=” margin=’0px’ margin_sync=’true’ padding=’0px’ padding_sync=’true’ border=” border_color=” radius=’0px’ radius_sync=’true’ background_color=’#fde57f’ src=” attachment=” attachment_size=” background_position=’top left’ background_repeat=’no-repeat’ animation=” mobile_display=” custom_class=’search-widget search-widget-vertical’]<\/p>\n [av_sidebar widget_area=’Home – Canada Under banner Job Search Widget ‘]<\/p>\n [\/av_one_fourth] [av_section min_height=” min_height_px=’60px’ padding=’no-padding’ shadow=’no-border-styling’ bottom_border=’no-border-styling’ bottom_border_diagonal_color=’#333333′ bottom_border_diagonal_direction=” bottom_border_style=” id=”<\/p>\n","protected":false},"author":423,"featured_media":0,"parent":9798,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"_acf_changed":false,"pgc_meta":"","footnotes":""},"persona":[],"class_list":["post-14900","page","type-page","status-publish","hentry"],"yoast_head":"\n\n
Edward Jones Guided Portfolios\u00ae<\/h3>\n
Edward Jones Portfolio Program\u00ae<\/h3>\n
\n[\/av_textblock]<\/p>\nProduct Offerings<\/h3>\n
Annuities<\/h4>\n
\nInsurance GICs
\nSegregated Funds<\/p>\nGroup Retirement Plans<\/h4>\n
Education Savings<\/h4>\n
Equity Investments<\/h4>\n
Exchange-traded Funds<\/h4>\n
Fixed-income Investments<\/h4>\n
\nGuaranteed Investment Certificates (GICs)<\/p>\nRetirement Accounts<\/h4>\n
\nTax-Free Savings Accounts (TFSAs)
\nLIRAs\/LIFs<\/p>\nInsurance<\/h4>\n
\nLong-term Care Insurance (LTC)
\nDisability Income Insurance
\nCritical Illness Insurance<\/p>\n<\/div>\n<\/section>\n<\/div>\nMoney Market Funds<\/h4>\n
High Interest Savings Account Funds (HISA)<\/h4>\n
Mutual Funds<\/h4>\n
Tools<\/h4>\n
\nFinancial Calculators
\nInvestor Education Programs
\nOnline Account Access
\nPlan Reviews
\nPortfolio and Retirement Research<\/p>\n\n
\nRollovers and Consolidation
\nSaving, Spending and Borrowing Solutions
\nSystematic Investing<\/p>\nServices<\/h4>\n
\nEdward Jones Guided Portfolios\u00ae
\nEdward Jones Portfolio Program\u00ae<\/p>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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