Our Process

 

1^st Step

Set Expectations

- The focus of the first meeting is to set the expectations for the relationship and ensure it will be a good fit. 

2^nd Step

Listen and Understand

- Through a deeper discovery session, we listen to understand the personal and financial priorities that are important to you.

3^rd Step

First Steps Plan

- We begin with a financial plan and asset allocation strategy to set things in motion, with an emphasis on preservation tactics and mitigating possible risks.

4^th Step

Simplify with Specialists

- If our discussions and First Steps plan have uncovered certain complexities or unique challenges in your wealth, we reach out to specialists within our network.

5^th Step

Comprehensive Strategy

- The insights and strategies provided by internal and external specialists are incorporated into a fully comprehensive, goal-oriented plan for your wealth.

6^th Step

Same Page Meeting

- We get together to present all recommendations and go-forward steps, including specialized strategies and dedicated Investment Policy Statements for each main objective.

7^th Step

Diligent Maintenance

- Our ongoing commitment includes annual reviews, investment behavioural coaching, active risk management and regular communication.