| Manitou exists to
assist affluent families successfully manage
their wealth. We see ourselves as having a
broader mandate than simply investment
management.
Manitou provides clients
with the comfort of having a trusted financial
advisor to assist with the management of their financial affairs
– professionally and confidentially.
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Establishing Goals
For many families, broad financial
goals fall into a few categories:
determining what level of capital will be
required for retirement, minimizing
taxes, preserving
and growing investments, achieving philanthropic
goals and inter-generational planning.
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Implementation
Implementation of the plan may involve
the establishment of corporations
or trusts. It may involve new wills. Most
of the tasks will be performed by other
advisors – lawyers, accountants, etc.
The role of Manitou is to
suggest possible strategies and assist our
clients to coordinate and monitor these activities.
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Coordination of
Reporting
If a client wishes a coordinated
report from several investment
management sources, Manitou will introduce the
client to one of a number of independent accounting firms that specialize
in that service and with whom we have an
established relationship.
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