1. travel
2. tourist destinations
3. canada

L M P
W E A LT H
M A N A G E M E N T
LMP WEALTH
MANAGEMENT
Lorenzo Pederzani | CFA, CFP®, FCSI®
Matthew Lee Evans | CFP®
HollisWealth™
700-609 Granville Street
Vancouver, BC V7Y 1G5
P (604) 895-3360
F (604) 682-0529
[email protected]
www.lmpwealth.com
L M P
W E A LT H
M A N A G E M E N T
OUR PHILOSOPHY
Prudence
Vancouver wasn’t built in a day. Call us conservative; we prefer to think of ourselves as prudent. We
believe in slow and steady growth and in protecting what you have built. Wealth Management is about
more than simply managing investments. In addition to sophisticated investment management services we
work with clients to address all of the major areas of their finances:
• Retirement Income Planning,
• Estate Planning & Trusts,
• Life & Health Insurance,
• Tax Minimization, and
• Planning for Small-Medium Sized Business Owners.
Transparency
All good relationships are founded on honesty and respect. The fees our clients pay are transparent and
easy to understand. No commissions, no back-end fees, and no lock-in periods. We strive to reduce client
fees as much as reasonably possible. Our current fee schedule is as follows:
• 1.25% from $0 to $499,999 in investable assets*,
• 1.15% from $500,000 to $999,999 in investable assets,
• 1.05% from $1,000,000 to $1,999,999 in investable assets,
• 0.90% from $2,000,000 to $3,999,999 in investable assets,
• 0.75% above $4,000,000+ in investable assets
*$200,000 Minimum Account Size
Innovation
We use the latest technology to deliver industry-leading analysis, services, and reports for our clients. We
strive to be at the forefront of our industry in terms of services and best practices. Some of these initiatives include:
• Annual Client Report with Canada’s First Comprehensive Retirement Score
• Paperless client files (accessible to clients)
• Sophisticated model portfolio in fee-based accounts,
• Use of modeling to minimize correlations and volatility in client portfolios,
• Ability to facilitate virtual client meetings from anywhere in the world, and
• Secure online document storage
L M P
W E A LT H
M A N A G E M E N T
OUR PROCESS
Meeting 1
•
•
•
•
Discuss Your Financial Goals & Concerns
Discussion of Practice & Services
Data Collection – Assets, Liabilities, Savings, Wills, Taxes, etc.
Brief Feedback of Your Current Financial Position
Meetings 2/3
•
•
•
•
•
Present Written Feedback & Planning Solutions
Obtain Client Feedback & Solidify Plan of Action
Present Recommended Portfolio & Review Fee Structure
Complete Paperwork to Open Accounts
Initiate Investment Transfers
Meeting 4
• Review Insurance Recommendations
• Apply for Necessary Insurance
Meeting 5
• Present Retirement Planning Projections
Meeting 6
•
•
•
•
•
•
Refinance Mortgage or Line of Credit
Purchase Investment Property
Update/Draft Wills, Power of Attorney or Representation Agreements
Introduction to our Corporate Estate Services &/or Establish Trusts
Set up Accounts with our Private Banking Services
Introduction to an Accountant
L M P
W E A LT H
M A N A G E M E N T
ABOUT HOLLISWEALTH
HollisWealth is a wholly owned subsidiary of Scotiabank and part of the Bank’s
Global Wealth & Insurance division. As one of Canada’s premier independent
financial advisory networks, we provide diversified investment and wealth management services to individuals, families, corporations and foundations.
HollisWealth supports innovative wealth management through a network of
independent advisors who operate under the HollisWealth brand. This financial
advisory network consists of approximately 900 advisors of multiple regulated
entities who reside in over 400 locations across Canada.
L M P
W E A LT H
M A N A G E M E N T
OUR TEAM
Lorenzo Pederzani | CFA, CFP®, FCSI®
Senior Investment & Insurance Advisor
E-mail: [email protected]
Lorenzo, the leader of this dynamic team, has 15 years of financial services
experience in Canada and the United States. Prior to launching his private
practice 10 years ago, Lorenzo gained valuable experience as a Business
Analyst at a prestigious US bank in New York City.
Lorenzo is also an active financial educator who teaches financial planning
to the employees of many of the Cities, Law Enforcement branches, and
Companies around the Lower Mainland as well as students preparing for
their chartered financial analyst certification.
Lorenzo and his wife Clara are outdoor enthusiasts and are working to instill
a love for nature in their 11 year-old son.
Matthew Lee Evans | CFP®
Litza Anderson, BA, LLB
Matthew is highly respected by his peers for his
investment acumen. Matthew’s focus within the
practice is on rebalancing our model portfolios and
building retirement planning projections for clients.
Litza provides guidance to our clients with respect to
their wills and estate planning strategies. Prior to
starting at Scotiatrust, she worked in the Cayman
Islands specializing in succession planning for international high net worth clients.
Athena Estremadura | BBA
Yael Dirnfeld
Athena is the backbone of the team and supports the
practice through client services and day-to-day
operations. She has recently completed her Bachelors
of Business Administration from BCIT.
Yael is responsible for managing banking relationships at
Scotia Private Banking. Her clients benefit from her
years of experience as a Private Banker and past
experience advising clients as a Financial Advisor and
Manager of Personal Banking.
Associate Investment Advisor
Phone: (604) 895-3478
E-mail: [email protected]
Administrative Assistant
Phone: (604) 895-3468
E-mail: [email protected]
Senior Will & Estate Planner at Scotiatrust
Phone: (604) 717-5507
E-mail: [email protected]
Senior Manager, Private Banking
Phone: (604) 668-2198
E-mail: [email protected]
L M P
W E A LT H
M A N A G E M E N T
TEACHING IN
THE COMMUNITY
Lorenzo has been an active financial educator for almost a decade. In that time he has taught
financial planning to the employees of many of the Municipalities, Companies and Law
Enforcement groups around the Lower Mainland including:
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Government of Canada
City of Coquitlam
City of Richmond
City of Burnaby
City of Port Moody
New Westminster
Port Metro Vancouver
City of Pitt Meadows
Royal Canadian Mounted Police
New Westminster Police
Canadian Cancer Society
BC Crime Prevention Association
Kasian
North Vanccouver School District
OMD