Crawford Smith & Swallow offers a variety of comprehensive financial planning services to best serve your needs. Together with your Accountant, our Wealth Management team will work with you to ensure your short and long-term goals are at the forefront during the planning process.
Through a referral arrangement, Crawford Smith & Swallow Wealth Management offers you direct access to TriCert Investment Counsel’s Portfolio Managers who will tailor an investment management strategy that is specific to your unique circumstances. Working with your accountant and financial planner, TriCert Investment Counsel’s Portfolio Managers take a quality sector-based (QSect™) approach to investing.
TriCert Investment Counsel is registered with the securities regulators as a Portfolio Manager and is engaged to provide clients with discretionary portfolio management.
The Psychology of Selling Your Business
Thinking of selling your business? Many owners, like you, find themselves struggling with a deep-seated reluctance to sell, which can be hard to understand and even harder to overcome.
Staying Calm When Markets Are Volatile
Learn how to navigate the choppy waters of the current economic climate more confidently and ultimately achieve your financial goals. Take a look at these strategies for navigating market volatility.