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Our Wealth Management Process
Our simple wealth management process allows us to gain an understanding of where you are now and where you want to go. Together, we will develop a highly personalized financial plan which will act as a road map to address any gaps that exist and ensure you are on course to achieve your goals. Essentially, we act as your personal Chief Financial Officer, providing peace-of-mind that allows you to live comfortably and confidently knowing that you have a financial plan that is right for you and your loved ones.
We offer a full spectrum of account services and investment opportunities. These products and services are enhanced by our group's diverse expertise. Collaborating as a team allows us to benefit each client with a greater range of financial experience and ensures detailed attention to each portfolio we manage.
Our first meeting is a discovery meeting in which we discuss your current situation, unique goals and concerns so that we can better address your true financial needs. We will also give you a better understanding of our team, our investment approach and the services we offer. Typically, we require a minimum of $500,000 in investable assets to allow us to best work with your portfolio.
Investment Plan/Mutual Commitment Meeting
Depending on the needs identified during your Discovery Meeting, we will undertake a thorough diagnosis of your current situation and present our recommendations for moving forward in an Investment Plan and Investment Policy Statement. It is at this stage that we confirm a mutual commitment between you as our client and us as your Investment Advisor. A financial plan including retirement needs and/or estate and tax planning may also be part of this meeting if required.
Ongoing Client Contact
Following our Investment Plan/Mutual Commitment Meeting, you can expect a semi-annual portfolio review and regular contact to update you on your performance. We recognize each client has individual needs and may wish to meet with an advisor more or less frequently. During these meetings, a portfolio review document will be drawn up which will include investments, commentary and an action plan for you to follow. We will work with your professional network, such as your lawyer and accountant, to help put any action plan into effect. If you do not have a professional network, we will refer you to someone who can help.
We’re Here For You
We are readily available to provide information on your accounts and address any needs or concerns you may have. As a team of four Investment Advisors, each with specialized skills and expertise, you can be sure you are receiving a high level of knowledge in all key financial areas. You will also receive invitations to exciting and informative investment seminars as well as client appreciation events throughout the year.