Collins Barrow Toronto launches e-tool for high net worth individuals

TORONTO, Dec. 3, 2015 /CNW/ - Collins Barrow Toronto has launched a new tool that empowers high net worth individuals, helping them understand their financial outlook. Debuting today, What's Your Number gives business owners (specifically those with holding companies) a clear picture of their financial position, calculating anticipated inflows and outflows to quantify the "Number" that will help them achieve and maintain their planned lifestyle.

"By revealing valuable, actionable insights about a client's financial status, this new tool puts them on the path towards more prudent decision-making and better capital management," says Michael Allen, partner, Collins Barrow Toronto LLP. "By proactively anticipating and confronting gaps or challenges before they arise, clients can capitalize on strategic planning and growth opportunities."

To make the most of What's Your Number, users simply enter information about corporate holdings, personal assets and future financial plans in five easy steps. The ideal amount needed to meet lifestyle goals is automatically calculated and shown on screen. (This is also provided as a downloadable report.) An expert CB advisor can help interpret the results and provide greater insights on capital enhancement strategies.

SOURCE Collins Barrow National Cooperative Incorporated

For further information: Michael Allen, Partner, Collins Barrow Toronto LLP, mallen@collinsbarrow.com, 416.322.1659, Connect on LinkedIn [hyperlink https://www.linkedin.com/in/michaelallencpa]; Abigail Gamble, Media Relations, Akcessia | Mayk Ideas, agamble@collinsbarrow.com, 647.727.3584, Connect on LinkedIn [https://www.linkedin.com/in/abigailgamble]; https://www.linkedin.com/company/collins-barrow, https://www.collinsbarrow.com

RELATED LINKS
www.collinsbarrow.com

Custom Packages

Browse our custom packages or build your own to meet your unique communications needs.

Start today.

CNW Membership

Fill out a CNW membership form or contact us at 1 (877) 269-7890

Learn about CNW services

Request more information about CNW products and services or call us at 1 (877) 269-7890