Collins Barrow Toronto Launches e-Tool for High Net Worth Individuals

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What’s Your Number empowers business owners to better manage their capital

Collins Barrow

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

Collins Barrow Toronto has launched a new tool that empowers high net worth individuals, helping them understand their financial outlook. Debuting today, 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.

For more information:

Michael Allen
Partner
Collins Barrow Toronto LLP
mallen(at)collinsbarrow(dot)com
416.322.1659
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Abigail Gamble
Media Relations
Akcessia | Mayk Ideas
agamble(at)collinsbarrow(dot)com
647.727.3584
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Abigail Gamble
@CollinsBarrow
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