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ORDER YOUR FREE SECOND OPINION PORTFOLIO AUDIT™ INFORMATION KIT
INTRODUCING:
The Second Opinion Portfolio Audit™
If you’re like most baby boomers, you have built up a sizeable nest egg.
However, the journey building that nest-egg may have been somewhat haphazard.
  
You may have multiple investment accounts with multiple advisors.

You have a rough idea of how much you have saved, but it’s a challenge collecting all those investment statements to get a clear picture of what you have.

And when you have everything together you still do not have a good handle on how well all your investments are doing, whether you are on track to meeting your retirement goals, or how much you are paying in fees for investment advice.
Fortunately, I have good news to announce!
“I am offering a COMPLEMENTARY Second Opinion Portfolio Audit™ and Investment Strategy* For Families with $250,000 or More in Investable Assets** Who Want to Know if Their Investments Are Good Enough to Help Them Reach Their Retirement Goals”
Take Advantage of Our FREE Offer! 
Order the Second Opinion Portfolio Audit™ Information Kit NOW!
It’s nice to have good news for a change, isn’t it?
Here is why it is such good news! As you know getting investment advice has never seemed easier.

You now have access to specialty investment channels on TV, websites and newspapers all dishing out free and in most cases inconsistent advice!

On top of that you may have multiple advisors who most likely are not communicating with each other to get a full understanding of your overall investment strategy or financial goals.

As a result, your advisors may be giving you conflicting and sometimes incomplete investment advice which can result in you making investment decisions that happen in isolation of your overall investment objectives and needs.

The reality is; while you may have an investment plan, an insurance plan, a tax plan, a business succession plan and/or an estate plan, these plans were most likely done for you at different times by different advisors in isolation of each other.
The result is a collection of investments, insurance, business and trust structures that are fragmented and not tax efficient, resulting in missed opportunities unnecessary expense, unforeseen tax liability, duplication of obligations and at worst catastrophic consequences.
At minimum you do not know where you stand!
Take Advantage of Our FREE Offer! 
Order the Second Opinion Portfolio Audit™ Information Kit NOW!
You may be asking yourself:
  •  What is the combined average annual return on all my investments this past year, over the       past three, five, or ten years?
  •  Are the investment returns good enough to help me reach my goals?
  •  Am I taking on more risk than I need to or should?
  •  Am I paying too much tax on my investment income?
  •  Is the investment advice I am getting really free?
  •  How much am I paying in fees and how are those fees affecting my investment                       returns?
  •  What value am I really getting for the fees I am paying?
  •  Have I saved enough?
So that’s the problem; but is there a solution? Absolutely! It’s called: The Second-Opinion Portfolio Audit™.

That’s a technical-sounding name for a simple idea: a detailed analysis of your current portfolio summarizing all your investments in one place itemizing; the fees you’re paying, what you are getting for those fees, how well your investments are doing and if your portfolio is structured to minimize taxes and risk.

In order to determine whether your current portfolio will help you reach your goals, I will listen to you to discover your personal financial situation, goals, comfort level, risk tolerance and needs. This will help me have a Personalized Investment Strategy* created for you.

This personalized investment strategy* will allow me to better assess whether your current portfolio is good enough to help you reach your retirement goals. This investment strategy* will outline how your investments should be managed based on your personal situation and is how the investment management team we recommend to our clients would manage your money should you decide to become a client.

Should you decide to accept the recommendations outlined in the investment strategy* and become a client you will also receive a comprehensive Financial Plan and Estate Plan at no additional charge if you have a minimum of $250,000 invested in Evolution Private Managed Accounts and a comprehensive Wealth Plan if you have a minimum of $1,000,000 invested in Private Client Managed Portfolios.
In many cases your overall cost for investment management and wealth planning advice is available to you for the same fee or even less than what you may already be paying your current financial advisor for just their investment advice alone!
Take Advantage of Our FREE Offer! 
Order the Second Opinion Portfolio Audit™ Information Kit NOW!
The chart below illustrates what is in store for you, should you choose to take me up on my offer:
YOUR PERSONAL PATH TO FINANCIAL FREEDOM
SECURITY & PEACE OF MIND™
With Managed Solutions You Get:
  •  Comprehensive Reporting
  •  A Personal Investment Strategy*
  •  True Global Portfolio Diversification
  •  Portfolio Diversification by Industry
  •  Portfolio Diversification by Investment Style: Growth, Value and Alpha
  •  Portfolio Tax Deferral on Non-Registered Accounts
  •  Portfolio Downside Risk Management
  •  Regular Portfolio Re-balancing
  •  Dynamic Currency Hedging
  •  A Team of Professional Portfolio Managers
  •  A Dedicated Investment Management Team Providing Oversight Over the Portfolio                  Managers
  •  Portfolio Manager Review and Selection
  •  Custom Portfolio Design
  •  Investment Fee Transparency
  •  Financial Plan ($250,000 Minimum Portfolio)***
  •  Estate Plan ($250,000 Minimum Portfolio)***
  •  Comprehensive Wealth Plan Includes a Financial Plan, a Risk Management Plan, a Personal         Tax Plan, a Business Tax Plan and an Estate Plan ($1,000,000 Minimum Portfolio)****
Take Advantage of Our FREE Offer! 
Order the Second Opinion Portfolio Audit™ Information Kit NOW!
As you can see from the chart and list of benefits above, YOUR Personal Path to Financial Freedom, Security & Peace of Mind™ is most likely more comprehensive than what you are currently getting from your current financial advisor.
If your investment advisor is only giving you investment advice without advising you on your overall wealth, you should ask your advisor to provide these additional services without additional cost.
If your advisor is unable or unwilling to comply with your modest request, then you should consider what we have to offer!
Who Am I and Why You and I Should Have a Conversation?
My name is Adrian Spitters. I am President of Performance Financial Consultants Ltd. My focuse is integrated family wealth management, including business and farm succession planning.

Over thirty years ago, I started my career as an investment advisor offering investment advice to my natural market: family, relatives and friends operating dairy and poultry farms as well as family businesses connected to the ag community.
I grew up on a dairy farm on Nicomen Island near Mission, BC and have immediate family and relatives operating dairy, poultry and crop farms.

I remember my dad telling us that he wanted the farm to stay in the family and that he had arranged to make sure that happened.

However, my father, like many farmers, business owners and affluent families of his generation kept the family finances private, even from his 5 sons.
So his will and estate plan were a complete mystery to my brothers and I until he passed away 18 years ago.

As co-executor (with two brothers) of my father’s estate, I discovered he had a poorly executed, unworkable Will and a non-existent farm succession plan.

This led to family discord. Despite receiving the majority of the assets, the brother who inherited the farm suffered financial distress and became insolvent. A proper transition plan would have helped him get the financial and farm management training he needed.

Our family’s struggles opened my eyes to the needs of other farm and business families.
Take Advantage of Our FREE Offer! 
Order the Second Opinion Portfolio Audit™ Information Kit NOW!
Our family’s struggles opened my eyes to the needs of other farm and business families.
Other families were experiencing similar challenges with farm and business transitions.

Affluent families, Farmers and business owners with multiple assets to manage are often secretive and controlling. Even though they assume that their children will take over managing the family wealth, farm or business, they do not want to let go of the day-to-day management and financial control. As a result, they do not effectively prepare their children to take over when the time comes.

This lack of preparing the next generation to inherit the family wealth, business or farm caused me to rethink my role in my clients’ lives.

Today, I work as a Senior Wealth Advisor with Assante Capital Management Ltd., a leading Canadian Wealth Management firm with extensive experience in integrated family wealth planning.

It has become my mission to help families with complex financial assets – business owners and farm families avoid the mistake made by my father.

We have a series of detailed strategies in place to make farm and business transition less stressful and more equitable for all concerned.
So What is My Motivation Here?
My goal is really very straight forward:
  • To help you grow your money so that you can achieve financial freedom, security and peace      of mind and help you avoid the mistakes my father made.
  •  To provide you with actionable strategies that you can use to grow your wealth.
  •  To protect your wealth and help you create a legacy for your family for generations to               come.
I am fortunate to be aligned with a team of financial experts that can help me put you on Your Personal Path to Financial Freedom, Security & Peace of Mind™.

I am confident that by providing you with a complimentary investment strategy* to help you determine whether your current investment strategy will get your there, that you will want to become a client.

I am willing to give you significant value up front before you become a client, because I believe that it is far easier to show you a sample of what you can expect as a client, rather than just make a promise that you can only experience if you become a client.

Many financial advisors make promises but unfortunately, cannot or do not deliver on those promises.

By showing you what it is like to be one of my clients, I am very confident you will make the decision to become one.

If after reviewing your personal investment strategy* you decide that you are not ready to become a client, or you do not see the value in what I have provided, or you are extremely happy with your current financial advisor, you are free to keep everything I have provided you, to use with your current financial advisor without charge.

You are welcome to call me anytime during regular business hours. If I am unavailable and you have left a message for me to return your call, I guarantee that I will return your call within 24 hours.

You see, I believe that by providing exceptional value even before you become a client, you will want to become a client.

I look forward to meeting you to help you create YOUR Personal Path to Financial Freedom, Security & Peace of Mind™.

So don’t delay, it only takes a few minutes to complete the form on the next page to order your complementary sample information package by clicking on the order now button below, so ORDER TODAY!
Take Advantage of Our FREE Offer! 
Order the Second Opinion Portfolio Audit™ Information Kit NOW!
Included in the information kit will be a limited time special bonus offer:
“To Help You Determine if You Have Saved Enough Money for Your Retirement”
Once you’ve had a chance to review the material you requested, just call me to book your complementary meeting & present your coupon when we meet to get your complementary personal investment strategy* started.

REST ASSURED that I will not call you. Instead, when you are ready, you can call or email me to book your complementary meeting to start you on:
YOUR Personal Path to Financial Freedom, Security & Peace of Mind™
604.855.6846
So get started right now! Just click the button above or below and complete the address form on the next page.

I will mail your package to you immediately!

P.S. remember, when it comes to your financial freedom, security and peace of mind, having an integrated wealth plan in place is just as important as your investments.

P.P.S. it only takes a few minutes to complete the form on the next page for your sample information package so REQUEST YOURS TODAY!
Take Advantage of Our FREE Offer! 
Order the Second Opinion Portfolio Audit™ Information Kit NOW!
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