Terra Cotta Financial Group Highlights Its Array of Services
The Toronto, Ontario-based independent investment and private wealth management firm wishes to publicize the many operational facets of its business
TORONTO, ON / ACCESSWIRE / July 30, 2021 / The public perception of what a financial brokerage does during the course of its daily business can be misunderstood at times. As a proudly independent investment and private wealth management firm, Terra Cotta Financial Group wishes to demystify the services it offers to the public, and in the process, illustrate the broader range of financial instruments, ideas, and skillsets they are passionate about providing to all clients.
Private Wealth
Although each client has different objectives, some commonalities do exist, primarily in the realm of strategic risk management. Terra Cotta Financial Group’s Private Wealth Division can assist in protecting income against debilitating illness, preventing over-taxation, as well as helping business owners maintain operations while absent. Additionally, Terra Cotta Financial Group can provide business owners with working capital to fund operations and facilitate growth. The firm also offers tax sheltering solutions for individuals and businesses. All of this is done while working in conjunction with the client’s own team of professional advisors, such as estate planning lawyers, trustees, and accountants.
Investment Counsel
Terra Cotta Financial Group’s Investment Management Division offers unparalleled expert advice on all manner of financial products, including exclusive opportunities that are not typically available to the general public. Upon retention of investment counsel services, a client’s independent investment portfolio is carefully curated by the firm’s team of fully registered and experienced portfolio managers. Each client is matched with custom-fitted investment opportunities selected to achieve their personal financial goals or the financial goals of their business.
Strategic Capital
Terra Cotta Financial Group’s Strategic Capital Division takes a personal view of private equity, private debt, and proprietary capital management-from the point of view of the business owner. As its clients and client families can attest, the firm takes special care in the consultative process, never losing sight of the liquidity event that all business owners ultimately work toward realizing. The partners at Terra Cotta Financial Group have all successfully navigated through this process themselves, and as such, can offer a wealth of wisdom and guidance derived from personal experience.
Health and Benefits
The Health and Benefits Division at Terra Cotta Financial Group is well-versed in the complex field of customized independent group insurance and health benefits for businesses and prides itself on providing the right mix of personal and group benefits to each business that retains its services. Because Terra Cotta Financial Group is an independent broker, it offers custom plans and a broad range of insurance vehicles to protect businesses and their employees from unforeseen disasters and crises, matching the needs of each client to the right provider.
Anyone interested to learn more about the services offered by Terra Cotta Financial Group is encouraged to visit the firm’s official website.
About Terra Cotta Financial Group:
Terra Cotta Financial Group is a multi-family office built on trust and innovation, serving principals, business owners, entrepreneurs, and professionals. An independent wealth management firm, its core philosophy centers around keeping clients close to their money. With that in mind, Terra Cotta Financial Group delivers unique, creative investment solutions coupled with strategies that protect and preserve private wealth now and for future generations.
The firm prides itself on offering entirely customized financial solutions, including truly alternative asset investments outside the scope of traditional banks and brokers. By offering a well-coordinated, personal level of service, direct oversight, and clear and transparent communication, Terra Cotta Financial Group places its clients as priority number one. The firm is based in Toronto, Ontario.
CONTACT:
Bruce Moffatt
Managing Partner, Terra Cotta Financial Group
2150 Islington Avenue
Suite 218A
Toronto, Ontario M9P 3V4
Email: bruce.moffatt@terracottawealth.ca
Phone: 1-855-464-0123
Fax: 1-416-756-1441
Website: terracottawealth.ca
SOURCE: Terra Cotta Financial Group
View source version on accesswire.com:
https://www.accesswire.com/657698/Terra-Cotta-Financial-Group-Highlights-Its-Array-of-Services
