our wealth management process

We strive to keep things simple, creating a plan that brings together all the components of your financial and personal circumstances.

  1. Understanding You

    Our first consultation provides the chance to get to know each other. We begin to pin point the variables that will shape your financial plan – your goals, your dreams and your long-term expectations. There is never a cost to meet with us, nor are you under any obligation after this initial meeting.

  2. Detailed Analysis

    We review your family assets, including RSPs, real estate, foreign investments, non-registered assets, and pension entitlements. We then look at your income, liabilities, insurance needs, and real estate goals so we have a complete representation of your financial situation..

  3. Design Plan

    We prepare a thorough yet easy-to-follow strategic path that will form the basis of your long-term financial plan. This document, which is uniquely prepared for you and your circumstances, is presented in an easy-to-understand, written document.

  4. Implement Plan

    We implement and manage the investment plan according to your chosen financial path. We also collaborate with the other professionals in your life to help address all your planning and estate requirements.

  5. Periodic Review

    We meet with you on a regular basis to review your plan, discuss relevant life changes, and consider possible adjustments to your objectives and your long-term plans.

  6. Ongoing Communication

    We continually monitor your plan, staying in contact with you through regular phone calls, and e‐mails and of course, face to face meetings.

Contact a Wealth Management Specialist