I believe that good financial planning advisors possess a gift to do what they do well. It is a gift born of empathy and supported by knowledge, experience and expertise in providing solutions, context and perspective for their clients' financial concerns, repeatedly, over time, while inspiring a deep sense of trust and loyalty along the way.
I also believe in the important functional role that financial planning professionals serve in establishing the foundation of client knowledge and understanding that effective, customized goals based investment management and monitoring service can draw from and be based on.
As a financial planning professional, financial services executive and industry consultant, one of the challenges that became clear to me over time is that the majority of Canadian investors are being served in a "one-size fits all" manner. The management of their investments is disconnected from their personal financial plans and their unique set of preferences, sensitivities and constraints that should define how their investments are specifically, not generically managed.
I believe in the need for the investment industry to evolve beyond these standard product-based market-centered approaches, generic fund products and one-size fits all model portfolios, and to start providing individuals with meaningful, customized and relevant investor-centric solutions in their own separately managed accounts â€¦ solutions that are connected to and complete the implementation of the financial planning process â€¦ and solutions that can be managed, monitored and measured according to each clients' unique set of risk, time horizon, budget, cash flow and desired probability constraints to achieve each client's own specific goals based objectives.
It was with this in mind that I set out with our great team of founding partners from the financial planning, portfolio management and technology fields to create the portfolio management firm that could combine the services of the financial planning advisor and portfolio manager through a collaborative goals based investment management technology platform and service â€¦ a platform to serve each clients' individual needs with the personalized care and attention of both their financial planning advisor and a portfolio management professional supported by automated daily monitoring and portfolio optimization technology to help each individual client achieve their own specific investment goals according to their own personal financial plans and within their own unique set of sensitivities, preferences and constraints.
We are the financial planning advisor's portfolio management firm ... and together we have created the service and collaborative platform that we need to jointly serve our clients' goals based investment management needs efficiently and effectively, together as a team.
As a client we welcome the opportunity to serve you with your financial planning advisor ... as a financial planning advisor, we welcome the opportunity to serve you and your clients on our goals based investment management platform â€¦ and we welcome both of you to join our movement to advance our profession and the level of service we can offer each client through teamwork and technology.
Ron Fox is a CFPÂ® professional focused on demonstrating investor advocacy and implementing innovations in financial services technology to help financial planning advisors deliver meaningful solutions and greater value for each of their clients. Mr. Fox brings his executive leadership, team building, marketing, operational, technical, regulatory and broad based financial services industry knowledge to Glidepath to lead the organization and develop its culture of like-minded client-focused professionals looking to better serve each client through personal service, teamwork and technological innovation.