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13 | Thursday, October 9, 2014 | OAKVILLE BEAVER | www.insideHALTON.com Advertorial The Disappearing Wealth SyndromeTM and how to stop it Scotia Capital Inc. They lead one of the largest wealth management teams in Oakville: Mangrove Wealth Group. Chehlawi has amassed a decade of experience in the world of wealth management. He holds the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM), Chartered International Wealth Manager (CIWM) and is a Fellow of the Canadian Securities Institute (FCSI), the highest honour in Canadian financial services. Michael Sanson is a CIM and FCSI who focuses on investment management, tax planning and personal and business wealth integration. As a former business owner, Sanson often specializes in addressing challenges faced by business owners, in addition to those of retirees. Combining their expertise, the two advisors have created a proven wealth management system that puts people like Todd Lynch back in the driver's seat to manage and control their wealth. "In every single case, regardless of the size of their wealth, we've seen people suffer from a malady I call, `The Disappearing Wealth Syndrome' (DWS)," explains Chehlawi. "You'll know if you are suffering from DWS if you begin to feel that no matter how many experts you surround yourself with, you increasingly lose control. It's like building a house and using five architects, but no one is communicating with each other. There's no big picture planning and no time dedicated to creating an integrated strategy. Understandably, there's an unprecedented amount of skepticism about who you can trust with your money. It's imperative that the client creates the blueprint from which the financial experts execute; not the other way around." Some people may be intimidated by the idea of controlling their financial future, but Chehlawi and Sanson have developed a proven three-step approach called the Hierarchy of Control, to teach clients how to take control of their wealth plans. Step one begins with clients uncovering their true vision. "We ask questions that clients have likely never been asked before in order to discover what is really important to them," explains Chehlawi. "We control the relevance by asking clients why-- why do they want this or that? What matters most to them? We strive to find a comfort level so that a client can open up to us and share their vision." Step two is to shape every necessary outcome by controlling the execution of the plan and asking the question how-- how will this plan be executed? "Our advisors help define what needs to be tracked for accountability. This is needed to make sure that every hired expert is delivering value." Step three involves teaching clients to identify potential threats and diversions which may throw them off course. "Life will always throw us a few curve balls-- markets rally and dive, tax policies change, clients' situations evolve." The Adaptive Action Plan prepares clients to deal with the unexpected. "After this three-step process, clients are now equipped to work with their current team or we can put together a new, dynamic team," says Chehlawi. "We are completely independent from predefined solutions or agendas and can help clients unlock their vision and work toward reaching their goals. Participants who attend our workshops leave with the confidence and knowledge of how to regain control of their lives." Mangrove Wealth Group is hosting three educational workshops at Glen Abbey Golf Club in Oakville. These workshops are focused on giving you control over your investments, your wealth plan, and ultimately any advisor you hire. Fifty-one-year-old Todd Lynch sat at the kitchen table, holding his head in frustration as he pored over his tax returns and financial statements. "I have an investment advisor, an accountant, an insurance broker, a banker and several lawyers. But I feel overwhelmed and more confused than before I had all of these people supposedly managing my money. I need to get a handle on my retirement plan before it's too late." Lynch's story is part of a trend that caught the attention of Executive Director ­ Private Client Group, Jad Chehlawi, and Senior Investment Advisor, Michael Sanson, at HollisWealth - a division of MANGROVE WEALTH GROUP WORKSHOPS CREATE YOUR FINANCIAL INDEPENDENCE minimum portfolio $250,000 October 22nd at 7:00pm Wine & Cheese PROTECT YOUR RETIREMENT LIFESTYLE AND LEGACY October 25th at 10:00am minimum portfolio $500,000 ENHANCE YOUR BUSINESS AND PERSONAL WEALTH Breakfast October 25th at 12:00pm minimum portfolio $1 million Lunch Guest Speakers: Jad Chehlawi CFP® , CIM, CIWM, FCSI Executive Director, Private Client Group & Michael Sanson CIM, FCSI Senior Investment Advisor 1333 Dorval Drive, Oakville, Ontario, L6M 3Z4 Glen Abbey Golf Club To reserve your seat in one of our upcoming events please contact 1-844-694-1111 HollisWealth is a trade name and a division of Scotia Capital Inc. a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. TM Trademark of The Bank of Nova Scotia, used under license. Mangrove Wealth Group is a personal trade name of Jad Chehlawi. INDEPENDENT. INTEGRATED. INNOVATIVE.®