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The Norlyn Advisory Group is pleased to assist our clients, as well
as those of our sister company, Gentree Asset Management, in achieving
all their financial, tax, and estate planning goals.
Norlyn is led by Normand Gauthier, a Certified and Registered Financial
Planner and Certified Hedge Fund Specialist with over 25 years of finance
industry experience. This expertise is shared with every client, as
Norm personally oversees all plans prepared for our clientele.
We are also proud members of a dedicated team of professionals working
collaboratively to ensure each client receives optimal service in the
areas of general and life insurance, health and dental programs, accounting,
and legal services.
Financial Planning
Norlyn Advisory Group helps individuals,
families, and small businesses identify, plan for, and meet their financial
goals. Each plan’s
preparation is overseen by Normand Gauthier, a Certified and Registered
Financial Planner with 25 years industry experience.
Portfolio Management
Our dedicated team of specialists
at Gentree Asset Management is responsible for strategic asset allocation
and investment selection for our clients’ portfolios.
At all times, our goal is to create an exceptional portfolio characterized
by well-balanced risk and the prevention of over-exposure to any country
or sector.
Retirement Planning
We work in consultation with you
to set investment goals that meet your retirement lifestyle objectives,
estimate the income you will require to fulfill those goals, and identify
the appropriate sources to generate that income.
Estate Planning
Ensuring your assets pass in an orderly
and efficient manner to designated individuals is of the utmost importance – but it requires specific
planning. Norlyn’s Estate Planning services will assist you in
writing a will, setting up trusts, establishing Power of Attorney,
and planning accordingly to avoid unnecessary taxes.
In the case of complex corporate cases, where clients own more than
one company, Norlyn will consult with the in-house legal, tax and insurance
experts of The Planist, an organization specializing in complex estate
cases.
Risk Management
There are many circumstances in our
lives that involve risk. We will help you identify those risks, assess
risk management strategies, then use appropriate methods such as diversification,
transfer, and insurance to address them.
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