Our Process
We'll help you see the big picture clearly
Our clients are busy professionals and business owners. Busy throughout the workday and then again attending to their children's needs afterwards.
Financial decisions are often made one at a time - not as part of an overall plan.
Our Process
1st Meeting – Discovery Discussion – 30-60 mins
Your initial, no-obligation consultation is designed to see if we can bring value to your planning. It will give you a good idea of the type of work we do, and to highlight how we are unique in the industry. We will seek clarity on your big picture:
- Understand your needs and current situation
- Provide overview of our investment philosophy, performance expectations and compensation model
- Review potential financial solutions to immediately help improve your current financial situation
2nd Meeting – Strategy Discussion & Plan Execution – 60-90 mins
- Review current plan and reconcile against long-term goals and objectives
- Discuss additional strategies that can improve asset growth and tax efficiency
- Plan for long-term: accessing wealth into retirement and tax minimization
- Finalize planning from short-term to long-term perspective
- Agree upon service level expectations and ongoing plan monitoring
- Commit to plan and complete corresponding administrative items
Ongoing Servicing
Once your plan is in place, we continue to:
- Provide ongoing counsel including periodic face-to-face portfolio reviews
- Monitor markets and rebalance your investment portfolio to adapt to market conditions as required
- Add value through our topic relevant and timely newsletter, through additional services such as retirement, tax and estate planning and through access to our professional network including accountants, lawyers and mortgage advisors
Our practice’s continued success depends upon exceptional client experiences.
Let’s put you first by reviewing how we can better help you achieve your financial goals.
Contact Us Today.
