DISCOVERY
We “get under the hood” to truly understand your personal and financial goals, interests and needs.
We ask about your previous investing history, expectations and wealth structure.
PLANNING
We provide you with a written plan, which we update regularly.
When you approve the plan, we begin our collaborative process to build and manage your portfolio and coordinate a team of BMO wealth planners to execute your strategies.
COORDINATION
We identify shared priorities, such as creating or updating your Will, make recommendations to you and then circle back to confirm or encourage steps forward.
Following our Prioritized SequencerTM, we execute all the tasks you need done in the order of your priorities.
We act as quarterbacks to liaise with your team of professional advisors such as your accountants, lawyers, and BMO tax, estate and trust planners to save you time and trouble.
We remain available when you need us to jump into action.
MONITORING AND REPORTING
We monitor your portfolio, report its performance to you with clarity on a regular basis, and stay in touch to remain informed on any changes in your circumstances or the markets.