We have built a systematic framework that has safely and successfully built wealth for our clients over time.

Our simple wealth management process allows us to gain an understanding of where you are now and where you want to go.


1. Discovery meeting


  • Discuss your current situation, unique goals and concerns so that we can better address your true financial needs.
  • Explain our team, our investment and wealth planning approach and the range of services and specialists we bring to the table.
  • Typically, we require a minimum of $200,000 in investable assets to allow us to do our best work with your portfolio.


2. Create your Investment Plan, IPS and Wealth Plan

  • Based on your needs and goals identified during your Discovery Meeting, we will diagnosis your current situation and present our recommendations in an Investment Plan and Investment Policy Statement.
  • We will confirm a mutual commitment between you as our client and us as your advisory team.
  • We create your Wealth Plan, including retirement, estate, tax, trust, insurance, philanthropic, business succession planning, and private and business banking.


3. Maintain close contact with you

  • We will provide information on your accounts and address any needs or concerns you may have – our doors are always open.
  • We provide a high level of knowledge in all key financial areas.
  • Expect to receive invitations to exciting and informative investment seminars as well as client appreciation events.


4. Ongoing monitoring and review

  • We will meet to review your portfolio and Wealth Plan, or more often if you prefer.
  • We commit to staying informed on your personal circumstances and will adjust your plans as necessary.
  • We will inform you if market or economic conditions shift and adjust your plans accordingly.
  • However robustly conceived and implemented, no Wealth Plan is cast in stone.