A new approach to wealth management

Let's make your business

We will help you to

  • Investing your assets
  • Tax & Estate Planning
  • Risk Management
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Goals Focused Strategy

The secret of change is to focus all your energy not on fighting the old but on building the new.

The portfolios we create specifically for our clients are designed to help investors focus their attention on goals and the realization of these goals rather than on arbitrary performance values.

We offer a full range of asset class strategies that help you build a balanced portfolio that is designed to maximize return and minimize risk, while also addressing your preferences and ultimate outcomes.
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Our Services

When using our services, you can be assured that you will be receiving unbiased guidance and counsel through the complex journey of successfully transforming your goals into a reality.

Cash Flow Analysis

  • Review past spending patterns
  • Project future cash flow needs
  • Assess required savings/ investment levels
  • Recommend appropriate savings vehicles
  • Analyze mortgage alternatives

Investment Management

  • Developing an Investment Policy Statement (IPS) consistent with planning needs and risk tolerance
  • Using no-load funds /ETFs with emphasis on diversification
  • Using passive asset class funds that are utilized with strategic asset allocation

Tax Planning and Strategies

  • Implementing tax-efficient portfolios and proactively harvest losses in taxable portfolios
  • Identifying and executing tax reduction strategies
  • Reviewing past tax filings to ensure accuracy and deductions were maximized
  • Addressing special tax situations including: low-basis stock, AMT, stock option exercise

Risk Management

  • Evaluating existing policies
  • Recommending proper coverage and products
  • Working with trusted agents to obtain suitable policies
  • Considering all aspects: disability, life, long term care, liability, property and casualty, asset protection, fixed and variable annuities and health
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About P.S.I.

Paramount Star Investment Ltd is a fee only, Registered Investment Advisory firm providing comprehensive wealth management including financial planning, investment management, tax planning, estate planning, cash flow management, risk management, education planning and retirement planning.

Chris Hardy

Founder and CEO

CFP®, EA, ChFC®, CLU®, AIF®, NTPI Fellow®

Tracey Ann Gordineer

Financial Planner and COO

MSW, CFP®, EA, NTPI Fellow®

Let's figure out how we can improve your business!

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